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
251
$1.71M 0.06%
14,399
-1,792
252
$1.69M 0.06%
12,385
+726
253
$1.69M 0.06%
1,648
+149
254
$1.68M 0.06%
24,683
255
$1.65M 0.06%
53,395
+29,394
256
$1.64M 0.06%
15,805
-3,463
257
$1.64M 0.06%
8,416
-1,752
258
$1.63M 0.06%
5,450
-104
259
$1.61M 0.06%
32,611
+625
260
$1.61M 0.06%
24,397
-3,685
261
$1.61M 0.06%
76,131
-25,602
262
$1.58M 0.06%
15,720
-655
263
$1.57M 0.06%
16,482
-6,739
264
$1.57M 0.06%
28,502
-3,741
265
$1.55M 0.05%
16,876
-42,357
266
$1.55M 0.05%
69,264
+168
267
$1.55M 0.05%
7,198
+175
268
$1.54M 0.05%
73,819
+13,285
269
$1.54M 0.05%
+22,475
270
$1.53M 0.05%
35,546
+4
271
$1.53M 0.05%
32,142
-82,002
272
$1.53M 0.05%
94,102
-16,556
273
$1.52M 0.05%
7,686
+3,843
274
$1.51M 0.05%
7,091
-2,022
275
$1.51M 0.05%
36,355
-1,782
9 10
11
12 13