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
351
$937K 0.03%
34,643
+7,009
352
$930K 0.03%
9,562
-2,563
353
$929K 0.03%
8,688
-126,767
354
$929K 0.03%
29,108
+28,058
355
$928K 0.03%
4,773
+327
356
$924K 0.03%
65,517
+51,650
357
$920K 0.03%
31,755
-13,927
358
$918K 0.03%
81,015
+69,165
359
$918K 0.03%
10,264
-609
360
$908K 0.03%
36,768
-3,726
361
$900K 0.03%
48,033
-23,260
362
$895K 0.03%
+25,330
363
$886K 0.03%
19,233
+11,136
364
$885K 0.03%
22,770
-13,937
365
$884K 0.03%
36,824
+4,329
366
$878K 0.03%
3,793
-522
367
$877K 0.03%
11,640
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368
$877K 0.03%
21,100
+81
369
$875K 0.03%
24,563
+7,700
370
$874K 0.03%
8,506
-198
371
$873K 0.03%
33,956
+763
372
$866K 0.03%
4,938
+261
373
$865K 0.03%
7,851
-1,054
374
$860K 0.03%
7,792
-129
375
$859K 0.03%
27,076
+1,012
13 14
15
16 17