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
2201
$11 ﹤0.01%
65
2202
$10 ﹤0.01%
197
2203
– –
-54
2204
– –
-45
2205
– –
-360
2206
– –
-30
2207
– –
-2
2208
– –
-192,957
2209
– –
-1,039
2210
– –
-5,000
2211
– –
-69
2212
– –
-110
2213
– –
-721
2214
– –
-298
2215
– –
-163
2216
– –
-554
2217
– –
-2,000
2218
– –
-96
2219
– –
-192
2220
– –
-100
2221
– –
-34
2222
– –
-270
2223
– –
-3,740
2224
– –
-104
2225
– –
-1,146
87 88
89
90 91