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
726
$195K 0.01%
35,878
+102
727
$194K 0.01%
2,292
+1,194
728
$194K 0.01%
7,002
+205
729
$193K 0.01%
1,399
-261
730
$192K 0.01%
2,448
-19
731
$191K 0.01%
5,532
-7,677
732
$190K 0.01%
3,413
-1
733
$189K 0.01%
6,672
+31
734
$188K 0.01%
16,837
-3,658
735
$185K 0.01%
4,559
-1
736
$184K 0.01%
1,051
+71
737
$182K 0.01%
15,541
-18,223
738
$180K 0.01%
4,456
+4,424
739
$180K 0.01%
2,558
+177
740
$178K 0.01%
12,090
-650
741
$177K 0.01%
5,690
+1,645
742
$177K 0.01%
6,721
-339
743
$176K 0.01%
3,777
-472
744
$175K 0.01%
1,839
+19
745
$175K 0.01%
1,669
-867
746
$174K 0.01%
2,050
747
$174K 0.01%
12,167
-11,370
748
$174K 0.01%
13,150
749
$173K 0.01%
1,373
+31
750
$172K 0.01%
1,330
+1,291
28 29
30
31 32