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
2126
$961 ﹤0.01%
+13
2127
$959 ﹤0.01%
150
-150
2128
$958 ﹤0.01%
+20
2129
$953 ﹤0.01%
750
-1,500
2130
$949 ﹤0.01%
81
+1
2131
$921 ﹤0.01%
300
2132
$900 ﹤0.01%
15
-4,398
2133
$900 ﹤0.01%
16
-1
2134
$885 ﹤0.01%
8
2135
$881 ﹤0.01%
8
2136
$873 ﹤0.01%
710
-4
2137
$872 ﹤0.01%
38
-10,244
2138
$866 ﹤0.01%
200
2139
$865 ﹤0.01%
75
-78
2140
$842 ﹤0.01%
+12
2141
$831 ﹤0.01%
65
2142
$823 ﹤0.01%
20
-26
2143
$819 ﹤0.01%
107
2144
$810 ﹤0.01%
20
2145
$809 ﹤0.01%
15
-100
2146
$796 ﹤0.01%
6
2147
$784 ﹤0.01%
8
+1
2148
$773 ﹤0.01%
29
-211
2149
$768 ﹤0.01%
15
-109
2150
$757 ﹤0.01%
37
84 85
86
87 88