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
801
$144K 0.01%
7,550
802
$144K 0.01%
14,000
803
$143K 0.01%
1,579
-24
804
$143K 0.01%
2,157
-1,846
805
$143K 0.01%
6,469
+16
806
$143K 0.01%
13,197
+258
807
$142K 0.01%
2,350
+187
808
$141K 0.01%
5,173
+89
809
$141K 0.01%
3,933
-29
810
$140K ﹤0.01%
6,645
-375
811
$140K ﹤0.01%
2,538
812
$138K ﹤0.01%
3,062
-526
813
$138K ﹤0.01%
948
+131
814
$138K ﹤0.01%
3,377
815
$138K ﹤0.01%
+5,509
816
$137K ﹤0.01%
3,586
-36
817
$137K ﹤0.01%
12,329
818
$136K ﹤0.01%
1,657
-37
819
$136K ﹤0.01%
3,390
-3,922
820
$136K ﹤0.01%
1,837
-162
821
$136K ﹤0.01%
2,836
+9
822
$135K ﹤0.01%
985
-39
823
$135K ﹤0.01%
2,647
+1,618
824
$134K ﹤0.01%
2,814
-7,088
825
$132K ﹤0.01%
4,608
-701
31 32
33
34 35