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
26
$21.8M 0.77%
178,742
-20,784
27
$21.7M 0.77%
407,743
-14,315
28
$20.7M 0.73%
391,506
-6,340
29
$19.9M 0.7%
98,481
-10,466
30
$18.8M 0.66%
51,651
-780
31
$18.7M 0.66%
116,560
-251
32
$18.6M 0.66%
256,904
-5,400
33
$18.3M 0.65%
144,319
-8,613
34
$18.2M 0.64%
197,034
-28,522
35
$17.7M 0.62%
96,521
-5,014
36
$17.5M 0.62%
301,030
-41,586
37
$16.5M 0.58%
62,988
-11,213
38
$15.2M 0.54%
31,737
-1,068
39
$14.5M 0.51%
247,181
-3,255
40
$14.3M 0.5%
124,261
+5,851
41
$14.2M 0.5%
28,464
-9,859
42
$14M 0.49%
34,351
-5,384
43
$13.3M 0.47%
150,374
-17,020
44
$11.7M 0.41%
149,708
-2,378
45
$11.4M 0.4%
129,840
+2,828
46
$11.3M 0.4%
106,361
-6,323
47
$10.9M 0.39%
213,646
-1,986
48
$10.8M 0.38%
62,977
-12,286
49
$10.7M 0.38%
114,688
+1,082
50
$10.6M 0.37%
30,865
-6,067
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2
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