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
101
$6.07M 0.21%
22,697
-3,872
102
$5.88M 0.21%
33,908
-6,768
103
$5.76M 0.2%
15,408
+12,259
104
$5.66M 0.2%
40,984
-1,298
105
$5.6M 0.2%
26,116
+12,696
106
$5.6M 0.2%
146,185
-1,476
107
$5.57M 0.2%
105,091
-51,299
108
$5.57M 0.2%
66,600
+348
109
$5.5M 0.19%
14,314
-146
110
$5.46M 0.19%
36,302
+5,247
111
$5.33M 0.19%
60,437
-37
112
$5.31M 0.19%
48,046
+9,130
113
$5.27M 0.19%
156,480
+249
114
$5.25M 0.19%
29,806
-279
115
$5.21M 0.18%
76,545
-7,533
116
$5.19M 0.18%
28,404
-12,129
117
$5.17M 0.18%
64,499
-2,475
118
$5.14M 0.18%
34,688
+25,595
119
$5.12M 0.18%
44,613
+44,566
120
$5.02M 0.18%
21,078
+20,778
121
$4.91M 0.17%
77,553
-31,770
122
$4.9M 0.17%
31,327
-1,651
123
$4.88M 0.17%
32,279
-4,034
124
$4.88M 0.17%
3,491
-1,370
125
$4.88M 0.17%
80,943
+74,421
3 4
5
6 7