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
476
$530K 0.02%
10,661
-30
477
$529K 0.02%
28,149
-13,053
478
$522K 0.02%
2,232
-224
479
$519K 0.02%
9,162
+2
480
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15,262
-2,522
481
$515K 0.02%
7,729
+202
482
$511K 0.02%
15,700
483
$504K 0.02%
2,245
+21
484
$504K 0.02%
9,951
-259,173
485
$504K 0.02%
18,957
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486
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13,360
+1
487
$501K 0.02%
27,257
-26,980
488
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2,016
-39
489
$496K 0.02%
5,110
-64,437
490
$494K 0.02%
19,026
-37,320
491
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-81
493
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13,685
494
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11,489
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495
$479K 0.02%
4,052
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496
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41,755
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497
$473K 0.02%
6,654
+1
498
$464K 0.02%
7,155
499
$462K 0.02%
2,342
+2,232
500
$459K 0.02%
17,627
-931
18 19
20
21 22