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
376
$858K 0.03%
6,813
-655
377
$856K 0.03%
10,191
+5,513
378
$852K 0.03%
5,391
-2,259
379
$843K 0.03%
11,900
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380
$840K 0.03%
5,676
+600
381
$833K 0.03%
28,167
+6,790
382
$832K 0.03%
38,856
-64,974
383
$820K 0.03%
1,484
-285
384
$819K 0.03%
8,236
-1,542
385
$817K 0.03%
10,384
-3,911
386
$813K 0.03%
10,031
-93
387
$812K 0.03%
19,543
-309
388
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53,760
-23,620
389
$806K 0.03%
11,754
-3,440
390
$804K 0.03%
14,047
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391
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14,450
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392
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20,735
-6,299
393
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5,655
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394
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5,992
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395
$783K 0.03%
12,346
+793
396
$778K 0.03%
3,500
+184
397
$776K 0.03%
16,980
+13,124
398
$773K 0.03%
16,381
-95,870
399
$763K 0.03%
2,376
-554
400
$759K 0.03%
3,900
-1,747
14 15
16
17 18