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
201
$2.48M 0.09%
22,001
-4,294
202
$2.46M 0.09%
29,251
-25,306
203
$2.45M 0.09%
4
+2
204
$2.43M 0.09%
26,430
-23,710
205
$2.41M 0.09%
41,110
+525
206
$2.41M 0.09%
82,951
+70,851
207
$2.41M 0.08%
5,322
-249
208
$2.41M 0.08%
97,737
-805
209
$2.39M 0.08%
13,805
-1,804
210
$2.38M 0.08%
131,888
-12,605
211
$2.37M 0.08%
26,951
-442
212
$2.36M 0.08%
17,883
+1,192
213
$2.35M 0.08%
36,994
-98,826
214
$2.35M 0.08%
13,497
+1,081
215
$2.32M 0.08%
16,277
+1,878
216
$2.32M 0.08%
105,124
+7,856
217
$2.21M 0.08%
87,440
+30,695
218
$2.19M 0.08%
32,342
+2,527
219
$2.18M 0.08%
60,493
+58,742
220
$2.16M 0.08%
18,696
+4,318
221
$2.15M 0.08%
15,640
-1,440
222
$2.14M 0.08%
76,309
-19,009
223
$2.12M 0.07%
55,101
+46,520
224
$2.07M 0.07%
16,294
-1,055
225
$2.06M 0.07%
104,440
+5,195
7 8
9
10 11