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
776
$157K 0.01%
9,250
+155
777
$156K 0.01%
2,626
-52
778
$155K 0.01%
3,193
-2,101
779
$155K 0.01%
8,425
-836
780
$154K 0.01%
5,884
-1,937
781
$154K 0.01%
400
+14
782
$154K 0.01%
44,540
-150
783
$154K 0.01%
2,347
-64
784
$153K 0.01%
6,884
+6,009
785
$153K 0.01%
1,297
+59
786
$153K 0.01%
14,177
-11,575
787
$153K 0.01%
3,004
-1
788
$153K 0.01%
4,104
-101
789
$153K 0.01%
3,136
+3
790
$152K 0.01%
24,908
791
$152K 0.01%
3,838
-33
792
$152K 0.01%
720
-29
793
$152K 0.01%
1,420
-7,524
794
$151K 0.01%
1,186
-416
795
$150K 0.01%
3,963
-770
796
$150K 0.01%
+16,200
797
$149K 0.01%
4,550
798
$146K 0.01%
1,268
-1,712
799
$145K 0.01%
2,883
-12,799
800
$145K 0.01%
9,708
30 31
32
33 34