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
2326
– –
-647
2327
– –
-601
2328
– –
-155
2329
– –
-39
2330
– –
-5,206
2331
– –
-44
2332
– –
-202
2333
– –
-13
2334
– –
-419
2335
– –
-20
2336
– –
-262
2337
– –
-338
2338
– –
-27,992
2339
– –
-724
2340
– –
-189
2341
– –
-197
2342
– –
-390
2343
– –
-983
2344
– –
-15,281
2345
– –
-32
2346
– –
-1,464
2347
– –
-298
2348
– –
-269
2349
– –
-20
2350
– –
-61
92 93
94
95 96