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
276
$1.5M 0.05%
66,651
-28,571
277
$1.48M 0.05%
13,850
+9,390
278
$1.45M 0.05%
42,214
-5,223
279
$1.43M 0.05%
27,363
-2,425
280
$1.42M 0.05%
30,273
-78,337
281
$1.42M 0.05%
44,373
+36,293
282
$1.42M 0.05%
4,892
-1,346
283
$1.4M 0.05%
13,180
+1,988
284
$1.38M 0.05%
168,261
+154,419
285
$1.37M 0.05%
41,376
+959
286
$1.36M 0.05%
28,106
+27,936
287
$1.35M 0.05%
32,300
288
$1.35M 0.05%
1,710
-821
289
$1.34M 0.05%
2,499
+84
290
$1.33M 0.05%
11,238
-5,974
291
$1.32M 0.05%
53,223
+1,195
292
$1.31M 0.05%
39,835
+565
293
$1.28M 0.05%
3,884
+142
294
$1.28M 0.05%
13,082
-3,768
295
$1.26M 0.04%
7,371
-1,773
296
$1.26M 0.04%
18,048
-940
297
$1.26M 0.04%
30,405
+2,005
298
$1.26M 0.04%
30,963
-1,703
299
$1.26M 0.04%
24,502
-6,078
300
$1.24M 0.04%
15,988
+4
10 11
12
13 14