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
2026
$1.8K ﹤0.01%
200
-2
2027
$1.8K ﹤0.01%
128
2028
$1.79K ﹤0.01%
45
2029
$1.79K ﹤0.01%
161
-31
2030
$1.78K ﹤0.01%
40
+16
2031
$1.77K ﹤0.01%
25
2032
$1.75K ﹤0.01%
81
2033
$1.74K ﹤0.01%
18
-4
2034
$1.74K ﹤0.01%
1,000
2035
$1.73K ﹤0.01%
31
2036
$1.72K ﹤0.01%
125
2037
$1.71K ﹤0.01%
249
+18
2038
$1.68K ﹤0.01%
+100
2039
$1.67K ﹤0.01%
79
2040
$1.66K ﹤0.01%
+34
2041
$1.66K ﹤0.01%
44
+19
2042
$1.65K ﹤0.01%
83
-59
2043
$1.65K ﹤0.01%
1,000
2044
$1.63K ﹤0.01%
57
-10
2045
$1.63K ﹤0.01%
229
2046
$1.62K ﹤0.01%
+15
2047
$1.61K ﹤0.01%
109
2048
$1.61K ﹤0.01%
88
-19
2049
$1.6K ﹤0.01%
42
-17
2050
$1.59K ﹤0.01%
+48
80 81
82
83 84