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
851
$115K ﹤0.01%
3,439
-832
852
$115K ﹤0.01%
2,826
853
$115K ﹤0.01%
3,075
854
$115K ﹤0.01%
3,276
-1,160
855
$115K ﹤0.01%
2,580
-431
856
$115K ﹤0.01%
10,701
857
$114K ﹤0.01%
1,856
+81
858
$114K ﹤0.01%
23,626
+358
859
$113K ﹤0.01%
802
-750
860
$113K ﹤0.01%
2,055
861
$113K ﹤0.01%
5,710
+1,570
862
$113K ﹤0.01%
262
-549
863
$112K ﹤0.01%
349
-22
864
$112K ﹤0.01%
545
-201
865
$112K ﹤0.01%
2,365
-749
866
$112K ﹤0.01%
2,990
867
$111K ﹤0.01%
2,095
+285
868
$111K ﹤0.01%
9,000
-5,461
869
$110K ﹤0.01%
11,344
-320
870
$110K ﹤0.01%
1,378
+4
871
$109K ﹤0.01%
3,981
-48
872
$109K ﹤0.01%
4,538
873
$109K ﹤0.01%
2,239
-1,282
874
$108K ﹤0.01%
438
-411
875
$108K ﹤0.01%
17,464
33 34
35
36 37