SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1
$143M 4.44%
242,720
+18,052
2
$140M 4.34%
558,254
+28,404
3
$111M 3.45%
2,203,675
+179,975
4
$97.4M 3.02%
725,082
-20,522
5
$82M 2.55%
373,585
+19,926
6
$78.7M 2.44%
126,581
+3,759
7
$73.1M 2.27%
173,351
-1,556
8
$53.4M 1.66%
91,053
+3,702
9
$49.5M 1.54%
261,230
+4,845
10
$43.2M 1.34%
73,812
+7,246
11
$39.7M 1.23%
682,020
+21,274
12
$36.6M 1.14%
758,127
+32,932
13
$32.3M 1%
333,654
-5,902
14
$31.5M 0.98%
34,417
+668
15
$31.1M 0.96%
162,706
+4,510
16
$29M 0.9%
207,999
+71,291
17
$27.5M 0.86%
640,737
-5,153
18
$25.9M 0.8%
576,971
-7,197
19
$25.5M 0.79%
185,052
+2,623
20
$25.4M 0.79%
548,211
-5,497
21
$25.4M 0.79%
32,947
+449
22
$25.3M 0.79%
758,828
-7,840
23
$25.3M 0.78%
67,277
+2,124
24
$25.1M 0.78%
259,618
+4,541
25
$25.1M 0.78%
47,690
-1,650
1
2 3 4 5