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
451
$604K 0.02%
13,738
-7,551
452
$603K 0.02%
8,786
+2,399
453
$596K 0.02%
23,644
-4,588
454
$594K 0.02%
5,461
-42
455
$593K 0.02%
+28,207
456
$588K 0.02%
3,879
-3,770
457
$583K 0.02%
2,844
-918
458
$582K 0.02%
2,548
-25,525
459
$581K 0.02%
4,356
+1,981
460
$578K 0.02%
1,327
-116
461
$578K 0.02%
2,239
-478
462
$575K 0.02%
15,148
+5,198
463
$569K 0.02%
16,895
-686
464
$567K 0.02%
4,503
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465
$566K 0.02%
11,505
+7,265
466
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-42
467
$562K 0.02%
9,332
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468
$558K 0.02%
1,807
-7
469
$553K 0.02%
2,720
-328
470
$553K 0.02%
3,918
-7,472
471
$552K 0.02%
13,733
-2,468
472
$550K 0.02%
7,622
-1,934
473
$540K 0.02%
6,919
-155
474
$532K 0.02%
648
-5
475
$531K 0.02%
16,587
+285
17 18
19
20 21