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
601
$314K 0.01%
3,070
-4,604
602
$312K 0.01%
1,955
+489
603
$312K 0.01%
1,248
+176
604
$310K 0.01%
2,260
-107
605
$309K 0.01%
5,442
-462
606
$306K 0.01%
6,230
-540
607
$305K 0.01%
10,613
+2,246
608
$305K 0.01%
3,475
+313
609
$305K 0.01%
9,397
+807
610
$304K 0.01%
8,427
-2,786
611
$304K 0.01%
4,096
+173
612
$304K 0.01%
3,953
+950
613
$303K 0.01%
5,567
614
$302K 0.01%
25,505
+19,100
615
$301K 0.01%
7,144
+3,470
616
$300K 0.01%
9,315
617
$300K 0.01%
+3,600
618
$299K 0.01%
26,043
+16,865
619
$298K 0.01%
2,963
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620
$297K 0.01%
7,373
-127
621
$295K 0.01%
10,418
+5,468
622
$295K 0.01%
4,004
-75
623
$294K 0.01%
2,333
-170
624
$293K 0.01%
7,702
+131
625
$293K 0.01%
2,753
-831
23 24
25
26 27