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
876
$108K ﹤0.01%
4,653
877
$108K ﹤0.01%
304
+122
878
$107K ﹤0.01%
2,089
-3,728
879
$107K ﹤0.01%
1,623
-3
880
$106K ﹤0.01%
2,824
-423
881
$106K ﹤0.01%
2,657
-77,265
882
$106K ﹤0.01%
1,960
883
$106K ﹤0.01%
1,353
-494
884
$104K ﹤0.01%
5,025
-632
885
$104K ﹤0.01%
1,161
+6
886
$103K ﹤0.01%
5,121
-944
887
$103K ﹤0.01%
10,591
-4,555
888
$102K ﹤0.01%
955
-322
889
$101K ﹤0.01%
2,000
890
$101K ﹤0.01%
2,307
-3,328
891
$101K ﹤0.01%
5,280
+2,860
892
$100K ﹤0.01%
1,358
-417
893
$100K ﹤0.01%
8,300
-1,000
894
$99.7K ﹤0.01%
+1,135
895
$99.4K ﹤0.01%
1,000
896
$99.2K ﹤0.01%
479
+44
897
$98.6K ﹤0.01%
1,252
-1,573
898
$98.6K ﹤0.01%
1,263
899
$98.1K ﹤0.01%
982
-1,955
900
$98.1K ﹤0.01%
5,501
34 35
36
37 38