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
326
$1.11M 0.04%
11,379
-4,598
327
$1.1M 0.04%
11,229
-2,200
328
$1.07M 0.04%
31,891
-304
329
$1.07M 0.04%
19,470
-9,435
330
$1.06M 0.04%
10,724
-1,418
331
$1.05M 0.04%
22,689
332
$1.05M 0.04%
16,118
-473
333
$1.04M 0.04%
3,923
-128
334
$1.04M 0.04%
18,936
-2,730
335
$1.02M 0.04%
13,157
-997
336
$1.02M 0.04%
26,909
-3,261
337
$1.01M 0.04%
12,370
+6,240
338
$1.01M 0.04%
3,220
+3,023
339
$1.01M 0.04%
26,621
340
$1M 0.04%
27,050
-6,526
341
$1M 0.04%
16,891
-4,482
342
$1M 0.04%
1,697
+605
343
$996K 0.04%
12,459
-249
344
$986K 0.03%
19,794
345
$979K 0.03%
51,225
-6,021
346
$972K 0.03%
6,113
-3,288
347
$968K 0.03%
56,598
+18,544
348
$963K 0.03%
10,750
-737
349
$954K 0.03%
11,403
+723
350
$947K 0.03%
4,870
-1,645
12 13
14
15 16