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
151
$3.9M 0.14%
11,694
-2,286
152
$3.89M 0.14%
37,166
-3,110
153
$3.87M 0.14%
45,064
-191
154
$3.84M 0.14%
106,883
-1,165
155
$3.83M 0.14%
14,657
+314
156
$3.82M 0.13%
108,829
-2,617
157
$3.8M 0.13%
60,641
+12,791
158
$3.79M 0.13%
112,218
-23,081
159
$3.69M 0.13%
11,768
-2,813
160
$3.64M 0.13%
29,369
-1,784
161
$3.49M 0.12%
35,140
-10,334
162
$3.46M 0.12%
18,984
-6,682
163
$3.46M 0.12%
44,390
-283
164
$3.42M 0.12%
70,530
-2,242
165
$3.4M 0.12%
19,750
+19,721
166
$3.31M 0.12%
35,043
+2,865
167
$3.3M 0.12%
65,787
-42,598
168
$3.29M 0.12%
45,638
-66,712
169
$3.28M 0.12%
40,488
+245
170
$3.28M 0.12%
131,137
+1,515
171
$3.28M 0.12%
41,310
-25,665
172
$3.26M 0.12%
58,444
+58,149
173
$3.22M 0.11%
42,930
+36,026
174
$3.16M 0.11%
17,337
-1,067
175
$3.13M 0.11%
128,274
-7,176
5 6
7
8 9