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
676
$238K 0.01%
618
-151
677
$237K 0.01%
5,097
-2,736
678
$236K 0.01%
4,643
+972
679
$236K 0.01%
3,179
-908
680
$235K 0.01%
3,267
-180
681
$235K 0.01%
7,664
+6,476
682
$235K 0.01%
5,208
683
$234K 0.01%
4,876
-2,560
684
$234K 0.01%
769
-81
685
$233K 0.01%
4,947
686
$233K 0.01%
1,129
-6
687
$229K 0.01%
1,577
+74
688
$229K 0.01%
1,164
+37
689
$228K 0.01%
30
690
$227K 0.01%
1,237
-253
691
$227K 0.01%
5,380
-13,358
692
$226K 0.01%
1,657
-118
693
$225K 0.01%
12,000
+3,454
694
$224K 0.01%
3,370
+1,176
695
$223K 0.01%
2,155
+276
696
$221K 0.01%
2,192
+31
697
$219K 0.01%
2,700
-12,905
698
$218K 0.01%
9,393
-1,222
699
$217K 0.01%
8,637
+422
700
$217K 0.01%
1,814
-1,888
26 27
28
29 30