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
901
$97.3K ﹤0.01%
2,004
902
$97.2K ﹤0.01%
7,200
-14,146
903
$96.8K ﹤0.01%
6,500
904
$95.7K ﹤0.01%
4,256
+18
905
$95.2K ﹤0.01%
1,691
906
$94.9K ﹤0.01%
4,782
-1,200
907
$93.9K ﹤0.01%
200
+175
908
$93.8K ﹤0.01%
1,046
-1,469
909
$93.3K ﹤0.01%
970
-22
910
$92.9K ﹤0.01%
1,441
+36
911
$92.9K ﹤0.01%
7,046
+214
912
$92.7K ﹤0.01%
9,592
-5,625
913
$92.5K ﹤0.01%
1,232
-472
914
$92.4K ﹤0.01%
2,439
915
$91.8K ﹤0.01%
+8,200
916
$91.7K ﹤0.01%
1,412
-10
917
$91.6K ﹤0.01%
377
-206
918
$91.6K ﹤0.01%
1,834
+321
919
$91.5K ﹤0.01%
2,150
920
$91.2K ﹤0.01%
3,554
-1
921
$91.2K ﹤0.01%
1,700
922
$91K ﹤0.01%
3,502
-23,224
923
$90.8K ﹤0.01%
1,970
-100
924
$90.3K ﹤0.01%
2,391
925
$90.2K ﹤0.01%
3,740
+2,465
35 36
37
38 39