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
401
$758K 0.03%
22,326
+3,536
402
$752K 0.03%
12,989
+929
403
$749K 0.03%
10,525
+8,800
404
$745K 0.03%
20,093
405
$743K 0.03%
6,226
-9,036
406
$739K 0.03%
12,330
407
$738K 0.03%
8,526
+6,606
408
$737K 0.03%
2,346
+484
409
$734K 0.03%
+4,352
410
$732K 0.03%
7,125
+1,299
411
$730K 0.03%
8,810
-1,161
412
$727K 0.03%
10,884
-1,666
413
$725K 0.03%
2,840
+304
414
$715K 0.03%
3,393
-829
415
$710K 0.03%
18,497
-3,004
416
$710K 0.03%
5,866
+819
417
$710K 0.03%
14,484
-6,385
418
$707K 0.02%
21,217
-3,440
419
$706K 0.02%
19,455
420
$705K 0.02%
12,587
-1,745
421
$702K 0.02%
10,293
+2
422
$693K 0.02%
6,109
-1,077
423
$684K 0.02%
17,045
+592
424
$683K 0.02%
10,770
-402
425
$679K 0.02%
10,385
+469
15 16
17
18 19