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
2001
$2.12K ﹤0.01%
42
-648
2002
$2.11K ﹤0.01%
5
-1
2003
$2.05K ﹤0.01%
10
2004
$2.04K ﹤0.01%
107
2005
$2.02K ﹤0.01%
500
-2,519
2006
$2.01K ﹤0.01%
150
2007
$1.99K ﹤0.01%
41
2008
$1.98K ﹤0.01%
69
2009
$1.96K ﹤0.01%
12
+3
2010
$1.95K ﹤0.01%
100
-847
2011
$1.94K ﹤0.01%
19
-9
2012
$1.94K ﹤0.01%
21
2013
$1.94K ﹤0.01%
56
2014
$1.92K ﹤0.01%
62
-152
2015
$1.92K ﹤0.01%
49
+6
2016
$1.91K ﹤0.01%
98
-192
2017
$1.9K ﹤0.01%
+44
2018
$1.87K ﹤0.01%
88
+26
2019
$1.86K ﹤0.01%
290
+200
2020
$1.85K ﹤0.01%
50
2021
$1.85K ﹤0.01%
74
-1,070
2022
$1.84K ﹤0.01%
142
+42
2023
$1.82K ﹤0.01%
5
2024
$1.81K ﹤0.01%
69
2025
$1.81K ﹤0.01%
50
79 80
81
82 83