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
2226
– –
-86,557
2227
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-5,906
2228
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-12,664
2229
– –
-24,051
2230
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-2
2231
– –
-750
2232
– –
-7,712
2233
– –
-51,810
2234
– –
-38,340
2235
– –
-114
2236
– –
-161
2237
– –
-80
2238
– –
-1,246
2239
– –
-800
2240
– –
-48,519
2241
– –
-1,248
2242
– –
-6,719
2243
– –
-100
2244
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-694
2245
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-54
2246
– –
-69
2247
– –
-110
2248
– –
-721
2249
– –
-298
2250
– –
-163
88 89
90
91 92