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
176
$3.07M 0.11%
33,453
-2,318
177
$2.99M 0.11%
38,637
-16,425
178
$2.98M 0.11%
+183,526
179
$2.98M 0.11%
29,569
+1,670
180
$2.97M 0.1%
21,773
181
$2.92M 0.1%
+64,293
182
$2.87M 0.1%
20,308
+903
183
$2.86M 0.1%
44,707
+2,214
184
$2.81M 0.1%
7,194
-111
185
$2.81M 0.1%
19,625
-3,141
186
$2.73M 0.1%
68,687
-12,767
187
$2.73M 0.1%
79,614
+2,082
188
$2.68M 0.09%
18,318
+1,599
189
$2.66M 0.09%
64,402
-12,717
190
$2.62M 0.09%
67,624
-2,834
191
$2.55M 0.09%
3,882
+187
192
$2.55M 0.09%
42,272
+7,393
193
$2.55M 0.09%
76,264
+75,540
194
$2.54M 0.09%
12,772
+644
195
$2.54M 0.09%
65,398
196
$2.54M 0.09%
94,311
+676
197
$2.53M 0.09%
14,993
-389
198
$2.52M 0.09%
24,287
-776
199
$2.51M 0.09%
252,690
-18,837
200
$2.49M 0.09%
9,985
-25,212
6 7
8
9 10