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
551
$370K 0.01%
7,503
-1,125
552
$367K 0.01%
3,222
-1,020
553
$366K 0.01%
1,678
-193
554
$366K 0.01%
13,773
-992
555
$366K 0.01%
1,356
-25
556
$364K 0.01%
4,944
-597
557
$364K 0.01%
7,915
-1,035
558
$362K 0.01%
43,392
+25,422
559
$361K 0.01%
1,864
+319
560
$361K 0.01%
9,774
-1,070
561
$359K 0.01%
3,885
-76,111
562
$358K 0.01%
3,833
-1,585
563
$357K 0.01%
6,994
+236
564
$357K 0.01%
5,500
-12,734
565
$357K 0.01%
6,685
+899
566
$356K 0.01%
6,735
-1,035
567
$356K 0.01%
4,230
-853
568
$353K 0.01%
9,042
+6,012
569
$352K 0.01%
6,165
-30
570
$352K 0.01%
3,695
-191
571
$351K 0.01%
3,110
-20
572
$351K 0.01%
14,784
-38,822
573
$348K 0.01%
1,676
-102
574
$345K 0.01%
46,220
-39,429
575
$342K 0.01%
7,275
-167
21 22
23
24 25