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
301
$1.24M 0.04%
41,804
-3,393
302
$1.23M 0.04%
26,721
+22,793
303
$1.22M 0.04%
15,014
+5,563
304
$1.22M 0.04%
12,062
+1,391
305
$1.21M 0.04%
12,060
-451
306
$1.21M 0.04%
13,015
-76
307
$1.21M 0.04%
20,926
-32,505
308
$1.2M 0.04%
32,127
+586
309
$1.2M 0.04%
8,702
-1,146
310
$1.19M 0.04%
11,308
-567
311
$1.18M 0.04%
4,467
-125
312
$1.18M 0.04%
24,174
+11,582
313
$1.17M 0.04%
1,816
-144
314
$1.16M 0.04%
35,594
+84
315
$1.16M 0.04%
17,781
+159
316
$1.16M 0.04%
25,448
-3,099
317
$1.16M 0.04%
37,419
-13,679
318
$1.16M 0.04%
28,688
+4,229
319
$1.15M 0.04%
17,863
-1
320
$1.15M 0.04%
21,707
+1,455
321
$1.14M 0.04%
5,332
-584
322
$1.13M 0.04%
4,671
-23,309
323
$1.13M 0.04%
2,002
+144
324
$1.11M 0.04%
46,829
+46,003
325
$1.11M 0.04%
31,947
-596
11 12
13
14 15