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
751
$171K 0.01%
618
-340
752
$170K 0.01%
3,310
+159
753
$169K 0.01%
3,635
-31
754
$168K 0.01%
12,616
-11,816
755
$167K 0.01%
1,483
-1,835
756
$167K 0.01%
7,308
-4,216
757
$166K 0.01%
2,708
758
$166K 0.01%
3,235
+1,537
759
$166K 0.01%
6,097
-698
760
$165K 0.01%
486
-482
761
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3,522
-389
762
$164K 0.01%
9,300
-900
763
$163K 0.01%
2,804
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764
$163K 0.01%
4,000
-2,078
765
$162K 0.01%
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766
$162K 0.01%
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$161K 0.01%
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768
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6,856
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769
$159K 0.01%
6,899
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770
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706
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771
$158K 0.01%
12,947
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772
$158K 0.01%
2,168
773
$158K 0.01%
799
774
$157K 0.01%
4,200
775
$157K 0.01%
8,300
+7,071
29 30
31
32 33