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
576
$340K 0.01%
3,509
577
$340K 0.01%
3,624
+770
578
$338K 0.01%
14,764
+14,514
579
$338K 0.01%
8,852
+20
580
$337K 0.01%
2,150
-531
581
$337K 0.01%
666
+41
582
$335K 0.01%
2,307
-152
583
$335K 0.01%
6,205
-5,620
584
$334K 0.01%
12,901
-5,245
585
$333K 0.01%
9,350
+492
586
$332K 0.01%
5,224
+1,058
587
$330K 0.01%
2,782
-299
588
$328K 0.01%
+1,199
589
$324K 0.01%
8,886
-1,083
590
$324K 0.01%
18,119
+22
591
$323K 0.01%
58,476
+39,455
592
$323K 0.01%
7,589
-63
593
$323K 0.01%
+6,900
594
$322K 0.01%
1,998
+1,818
595
$322K 0.01%
+16,212
596
$320K 0.01%
9,354
-9,233
597
$319K 0.01%
827
-161
598
$318K 0.01%
1,952
599
$316K 0.01%
2,813
+1
600
$315K 0.01%
737
+2
22 23
24
25 26