SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,550
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.9M
3
+$12.6M
4
PG icon
Procter & Gamble
PG
+$11.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.6M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$6.87M
4
CTAS icon
Cintas
CTAS
+$5.77M
5
ADBE icon
Adobe
ADBE
+$5.02M

Sector Composition

1 Technology 16.66%
2 Financials 5.54%
3 Consumer Discretionary 5.52%
4 Communication Services 4.59%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$579 ﹤0.01%
+117
2427
$571 ﹤0.01%
2
2428
$571 ﹤0.01%
90
-1,866
2429
$570 ﹤0.01%
+43
2430
$567 ﹤0.01%
+207
2431
$559 ﹤0.01%
+31
2432
$557 ﹤0.01%
35
2433
$556 ﹤0.01%
+6
2434
$548 ﹤0.01%
26
+1
2435
$546 ﹤0.01%
300
2436
$530 ﹤0.01%
14
-177
2437
$507 ﹤0.01%
40
2438
$503 ﹤0.01%
+100
2439
$502 ﹤0.01%
11
2440
$500 ﹤0.01%
+25
2441
– –
-1,810
2442
– –
-1,996
2443
– –
-25
2444
– –
-9,133
2445
– –
-111
2446
– –
-7,550
2447
– –
-880
2448
– –
-22,200
2449
– –
-132
2450
– –
-16,017
96 97
98
99 100