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
526
$418K 0.01%
4,769
527
$417K 0.01%
4,264
528
$417K 0.01%
769
-41
529
$415K 0.01%
5,547
-388
530
$413K 0.01%
13,997
-3,990
531
$412K 0.01%
2,705
-588
532
$410K 0.01%
2,275
+312
533
$404K 0.01%
2,052
+2
534
$403K 0.01%
2,880
+8
535
$403K 0.01%
744
-182
536
$402K 0.01%
6,379
-208
537
$399K 0.01%
1,769
-678
538
$393K 0.01%
4,534
-316
539
$393K 0.01%
1,334
-2,383
540
$392K 0.01%
1,929
541
$392K 0.01%
4,073
-72,100
542
$390K 0.01%
18,096
-3,962
543
$388K 0.01%
11,385
-3,400
544
$385K 0.01%
5,388
-194
545
$383K 0.01%
2,931
-49
546
$382K 0.01%
6,771
-846
547
$380K 0.01%
9,287
+608
548
$380K 0.01%
7,511
-39
549
$378K 0.01%
2,148
-3,273
550
$376K 0.01%
29,951
+2,464
20 21
22
23 24