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
51
$10.5M 0.37%
145,048
-6,433
52
$10.3M 0.37%
27,039
+3,553
53
$10.2M 0.36%
112,496
-15,393
54
$9.83M 0.35%
201,660
-2,996
55
$9.79M 0.35%
40,507
-5,718
56
$9.76M 0.34%
127,707
-4,556
57
$9.49M 0.34%
11,534
-1,612
58
$9.47M 0.33%
88,992
-12,028
59
$9.45M 0.33%
30,748
+2,104
60
$9.37M 0.33%
16,062
-34
61
$9.31M 0.33%
179,411
-3,031
62
$9.25M 0.33%
19,754
-301
63
$9.24M 0.33%
35,965
-4,450
64
$9.12M 0.32%
30,657
-1,679
65
$9.11M 0.32%
41,840
-1,095
66
$9.1M 0.32%
128,618
-10,589
67
$9.1M 0.32%
35,689
+17,157
68
$9.09M 0.32%
11,568
-226
69
$8.87M 0.31%
34,011
+10,627
70
$8.79M 0.31%
58,412
-26,554
71
$8.7M 0.31%
5,854
-67
72
$8.64M 0.31%
52,408
-2,664
73
$8.48M 0.3%
50,034
-3,098
74
$8.47M 0.3%
125,082
-299
75
$8.45M 0.3%
18,965
-72
1 2
3
4 5