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
501
$458K 0.02%
6,531
-840
502
$457K 0.02%
2,940
-563
503
$455K 0.02%
68,787
-102,945
504
$454K 0.02%
2,841
+12
505
$453K 0.02%
4,484
-14,071
506
$450K 0.02%
11,129
-190
507
$447K 0.02%
6,816
+1,136
508
$444K 0.02%
6,336
+4,929
509
$444K 0.02%
5,752
-791
510
$443K 0.02%
1,477
-11
511
$442K 0.02%
7,001
+703
512
$441K 0.02%
11,301
-20
513
$439K 0.02%
1,083
-132
514
$438K 0.02%
2,884
-71
515
$437K 0.02%
7,135
-398
516
$437K 0.02%
1,954
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517
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6,563
-109
518
$429K 0.02%
7,053
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519
$427K 0.02%
10,996
+1,436
520
$427K 0.02%
7,911
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521
$427K 0.02%
15,438
+9,537
522
$427K 0.02%
8,040
-4,317
523
$425K 0.02%
4,396
-166
524
$423K 0.01%
3,763
-2,376
525
$422K 0.01%
4,027
+11
19 20
21
22 23