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
2301
– –
-48,519
2302
– –
-1,135
2303
– –
-75
2304
– –
-157
2305
– –
-289
2306
– –
-1,248
2307
– –
-6,719
2308
– –
-100
2309
– –
-250
2310
– –
-920
2311
– –
-5,545
2312
– –
-680
2313
– –
-5,800
2314
– –
-7,248
2315
– –
-197
2316
– –
-623
2317
– –
-200
2318
– –
-1,947
2319
– –
-10
2320
– –
-18,843
2321
– –
-1,577
2322
– –
-10,600
2323
– –
-22,316
2324
– –
-300
2325
– –
-2,000
91 92
93
94 95