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
426
$668K 0.02%
6,664
-2,443
427
$665K 0.02%
2,660
+189
428
$653K 0.02%
4,630
+528
429
$650K 0.02%
15,627
-2
430
$645K 0.02%
17,536
+2
431
$638K 0.02%
17,939
-8,851
432
$635K 0.02%
3,169
+168
433
$631K 0.02%
2,747
+123
434
$629K 0.02%
22,466
+6,684
435
$628K 0.02%
4,537
-1,422
436
$627K 0.02%
15,002
-19,016
437
$626K 0.02%
16,864
-1
438
$626K 0.02%
10,571
-19,471
439
$625K 0.02%
19,408
-7,417
440
$622K 0.02%
19,627
441
$621K 0.02%
50,702
+14,277
442
$618K 0.02%
2,610
-20,049
443
$616K 0.02%
23,684
+20,542
444
$615K 0.02%
16,218
+16
445
$614K 0.02%
16,824
446
$613K 0.02%
389
-6
447
$613K 0.02%
5,075
-380
448
$612K 0.02%
2,378
-1,213
449
$605K 0.02%
10,249
-2,982
450
$605K 0.02%
28,857
-13,611
16 17
18
19 20