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
2301
– –
-71,705
2302
– –
-5
2303
– –
-1,150
2304
– –
-5,000
2305
– –
-31
2306
– –
-159,670
2307
– –
-225
2308
– –
-348
2309
– –
-3,155
2310
– –
-480
2311
– –
-1,700
2312
– –
-500
2313
– –
-10,000
2314
– –
-46
2315
– –
-3,026
2316
– –
-10
2317
– –
-225
2318
– –
-10
2319
– –
-29
2320
– –
-1,448
2321
– –
-979
2322
– –
-1,500
2323
– –
-307
2324
– –
-150
2325
– –
-238
91 92
93
94 95