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
926
$89.3K ﹤0.01%
4,313
-1,712
927
$89.2K ﹤0.01%
11,000
928
$89.2K ﹤0.01%
5,400
929
$88.8K ﹤0.01%
864
930
$88.6K ﹤0.01%
1,015
+18
931
$88.6K ﹤0.01%
1,776
+2
932
$88.3K ﹤0.01%
3,651
+571
933
$87.8K ﹤0.01%
1,756
-13
934
$87.6K ﹤0.01%
4,896
-1
935
$87.4K ﹤0.01%
803
-23
936
$87.1K ﹤0.01%
6,371
+15
937
$86.8K ﹤0.01%
674
-1,089
938
$86.5K ﹤0.01%
17,834
939
$86.4K ﹤0.01%
1,261
-145
940
$86K ﹤0.01%
5,294
-370
941
$85.9K ﹤0.01%
2,069
+1
942
$85.6K ﹤0.01%
7,842
+6,842
943
$85.3K ﹤0.01%
1,854
-110
944
$85.2K ﹤0.01%
11,756
-540
945
$85.2K ﹤0.01%
8,794
-8,811
946
$85.2K ﹤0.01%
1,327
+282
947
$84.9K ﹤0.01%
889
-375
948
$84.7K ﹤0.01%
2,376
-7,994
949
$84.6K ﹤0.01%
492
-236
950
$84.1K ﹤0.01%
+1,896
36 37
38
39 40