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
826
$132K ﹤0.01%
2,992
-496
827
$132K ﹤0.01%
4,605
-10
828
$131K ﹤0.01%
1,598
-173
829
$131K ﹤0.01%
745
-4,539
830
$131K ﹤0.01%
+145,394
831
$130K ﹤0.01%
2,064
+362
832
$129K ﹤0.01%
700
833
$128K ﹤0.01%
7,750
+5,750
834
$127K ﹤0.01%
4,038
+12
835
$126K ﹤0.01%
836
-34,994
836
$125K ﹤0.01%
1,634
+196
837
$125K ﹤0.01%
1,052
-256
838
$125K ﹤0.01%
8,582
-50
839
$124K ﹤0.01%
19,359
-19,797
840
$123K ﹤0.01%
3,009
841
$123K ﹤0.01%
8,483
-2,387
842
$123K ﹤0.01%
+2,001
843
$122K ﹤0.01%
116
-62
844
$121K ﹤0.01%
1,501
-500
845
$120K ﹤0.01%
410
-9
846
$119K ﹤0.01%
1,102
-176
847
$116K ﹤0.01%
6,562
848
$116K ﹤0.01%
635
-780
849
$116K ﹤0.01%
1,068
-43
850
$115K ﹤0.01%
1,555
-262
32 33
34
35 36