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
2401
– –
-32
2402
– –
-1,464
2403
– –
-298
2404
– –
-269
2405
– –
-20
2406
– –
-61
2407
– –
-13,682
2408
– –
-1,263
2409
– –
-1,000
2410
– –
-1,180
2411
– –
-126
2412
– –
-440
2413
– –
-4,564
2414
– –
-50
2415
– –
-712
2416
– –
-800
2417
– –
-176
2418
– –
-237
2419
– –
-114
2420
– –
-161
2421
– –
-80
2422
– –
-1,246
2423
– –
-800
2424
– –
-694
93 94 95 96
97