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
701
$216K 0.01%
5,425
702
$215K 0.01%
11,060
-720
703
$212K 0.01%
2,156
-49
704
$211K 0.01%
1,216
-1,020
705
$211K 0.01%
3,520
-1,080
706
$211K 0.01%
+10,411
707
$209K 0.01%
24,500
708
$207K 0.01%
3,633
-2,088
709
$207K 0.01%
1,843
-150
710
$206K 0.01%
2,679
-7
711
$202K 0.01%
2,211
-60,664
712
$202K 0.01%
2,065
-51
713
$201K 0.01%
3,640
714
$201K 0.01%
4,945
+82
715
$201K 0.01%
6,223
-14
716
$200K 0.01%
7,150
-56
717
$200K 0.01%
950
-50
718
$199K 0.01%
4,855
+2,200
719
$198K 0.01%
632
+100
720
$198K 0.01%
7,219
-251
721
$198K 0.01%
5,051
-7,018
722
$197K 0.01%
16,258
+353
723
$197K 0.01%
4,902
-210
724
$196K 0.01%
7,701
725
$196K 0.01%
4,710
-19,911
27 28
29
30 31