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
1326
$27.3K ﹤0.01%
198
+62
1327
$27.2K ﹤0.01%
503
-2,664
1328
$27.1K ﹤0.01%
465
+16
1329
$27.1K ﹤0.01%
751
+122
1330
$27K ﹤0.01%
657
-187
1331
$27K ﹤0.01%
590
-265
1332
$26.9K ﹤0.01%
173
+13
1333
$26.8K ﹤0.01%
3,843
+1,975
1334
$26.8K ﹤0.01%
5,779
+323
1335
$26.6K ﹤0.01%
1,000
-3,388
1336
$26.6K ﹤0.01%
298
-33
1337
$26.5K ﹤0.01%
1,300
1338
$26.5K ﹤0.01%
482
-168
1339
$26.5K ﹤0.01%
138
+13
1340
$26.4K ﹤0.01%
291
-75
1341
$26.4K ﹤0.01%
7,500
-9,887
1342
$26.4K ﹤0.01%
1,512
-274
1343
$26.4K ﹤0.01%
997
+10
1344
$26.4K ﹤0.01%
416
+318
1345
$26.4K ﹤0.01%
232
-42
1346
$26.3K ﹤0.01%
604
-3
1347
$26.3K ﹤0.01%
929
-19
1348
$26K ﹤0.01%
4,737
+78
1349
$25.9K ﹤0.01%
896
-122
1350
$25.8K ﹤0.01%
1,801
-1,146
52 53
54
55 56