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
126
$4.82M 0.17%
57,736
-1,214
127
$4.78M 0.17%
142,756
-16,184
128
$4.74M 0.17%
36,702
+34,648
129
$4.66M 0.16%
22,945
+15
130
$4.61M 0.16%
24,098
-2,630
131
$4.51M 0.16%
33,497
-236
132
$4.5M 0.16%
26,253
-1,100
133
$4.49M 0.16%
22,321
-3,113
134
$4.44M 0.16%
9,106
-1,593
135
$4.43M 0.16%
39,035
+37,771
136
$4.41M 0.16%
80,545
+50,863
137
$4.41M 0.16%
13,383
+13,253
138
$4.36M 0.15%
26,524
-1,413
139
$4.35M 0.15%
113,454
-3,699
140
$4.33M 0.15%
122,540
-31,440
141
$4.28M 0.15%
29,285
-5,898
142
$4.27M 0.15%
41,497
-26,890
143
$4.26M 0.15%
55,567
+1,381
144
$4.23M 0.15%
32,627
-15,211
145
$4.16M 0.15%
10,186
-1,355
146
$4.16M 0.15%
8,897
-580
147
$4.09M 0.14%
41,808
-5,433
148
$4.05M 0.14%
17,183
+1,199
149
$4.05M 0.14%
49,547
+14,323
150
$3.94M 0.14%
22,559
-1,145
4 5
6
7 8