SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
2201
$11 ﹤0.01%
65
2202
$10 ﹤0.01%
197
2203
– –
-22
2204
– –
-724
2205
– –
-10
2206
– –
-18,843
2207
– –
-1,577
2208
– –
-10,600
2209
– –
-22,316
2210
– –
-300
2211
– –
-2,000
2212
– –
-466
2213
– –
-1,281
2214
– –
-4,134
2215
– –
-105,276
2216
– –
-500
2217
– –
-500
2218
– –
-500
2219
– –
-183
2220
– –
-12
2221
– –
-409
2222
– –
-279
2223
– –
-1,730
2224
– –
-2,433
2225
– –
-3,041
87 88
89
90 91