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
76
$8.44M 0.3%
52,580
+1,670
77
$8.29M 0.29%
14,923
+643
78
$8.18M 0.29%
388,735
+126,569
79
$7.86M 0.28%
190,396
+19,886
80
$7.86M 0.28%
130,869
-1,646
81
$7.85M 0.28%
44,948
-376
82
$7.65M 0.27%
25,212
+12,917
83
$7.64M 0.27%
30,130
+581
84
$7.6M 0.27%
51,088
-12,239
85
$7.49M 0.26%
110,970
-8,940
86
$7.42M 0.26%
286,299
-9,720
87
$7.27M 0.26%
29,488
+3,493
88
$6.88M 0.24%
34,787
-10,394
89
$6.78M 0.24%
7,522
-455
90
$6.66M 0.24%
17,809
+1,115
91
$6.63M 0.23%
90,141
+71,147
92
$6.59M 0.23%
121,929
-921
93
$6.52M 0.23%
144,229
-262,545
94
$6.5M 0.23%
92,460
-13,020
95
$6.28M 0.22%
143,535
-7,553
96
$6.19M 0.22%
27,374
+81
97
$6.19M 0.22%
49,964
-3,231
98
$6.13M 0.22%
25,686
-863
99
$6.12M 0.22%
61,653
-105
100
$6.11M 0.22%
107,803
-197,741
2 3
4
5 6