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
$2.83B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$5.23M
3
+$5.11M
4
ECL icon
Ecolab
ECL
+$4.95M
5
DE icon
Deere & Co
DE
+$4.58M

Top Sells

1
+$21.1M
2
+$18.3M
3
+$13.6M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$12.9M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 5.27%
3 Financials 4.97%
4 Industrials 4.51%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.05M 0.07%
20,080
-24,925
227
$2.05M 0.07%
48,059
-2,764
228
$2.03M 0.07%
20,258
+19,433
229
$2.03M 0.07%
9,420
-3,319
230
$2.02M 0.07%
35,277
+162
231
$2M 0.07%
63,450
-70,037
232
$1.98M 0.07%
17,314
+229
233
$1.96M 0.07%
49,333
-1,179
234
$1.96M 0.07%
18,744
-338
235
$1.95M 0.07%
47,818
-209,400
236
$1.94M 0.07%
10,674
-2,697
237
$1.94M 0.07%
8,797
-2,213
238
$1.94M 0.07%
21,964
-3,437
239
$1.92M 0.07%
4,312
-1,031
240
$1.9M 0.07%
58,230
-3,005
241
$1.88M 0.07%
+60,476
242
$1.87M 0.07%
5,984
-1,557
243
$1.87M 0.07%
47,715
-7,092
244
$1.86M 0.07%
18,311
-2,696
245
$1.85M 0.07%
14,351
+113
246
$1.82M 0.06%
19,572
-4,725
247
$1.8M 0.06%
5,484
-633
248
$1.73M 0.06%
+33,342
249
$1.73M 0.06%
437
+105
250
$1.72M 0.06%
72,512
+486
8 9
10
11 12