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
951
$83.9K ﹤0.01%
2,065
952
$83.8K ﹤0.01%
6,566
-301
953
$83.4K ﹤0.01%
925
954
$83.4K ﹤0.01%
2,704
-123
955
$83.4K ﹤0.01%
110
-8,087
956
$83.1K ﹤0.01%
+2,300
957
$82.8K ﹤0.01%
4,875
+4,325
958
$82.4K ﹤0.01%
1,400
-3,608
959
$81.7K ﹤0.01%
1,110
+104
960
$81K ﹤0.01%
2,205
+908
961
$80.7K ﹤0.01%
175,499
-11,830
962
$80.6K ﹤0.01%
7,240
+600
963
$80.2K ﹤0.01%
1,214
-368
964
$80.2K ﹤0.01%
2,922
+35
965
$79.5K ﹤0.01%
276
-206
966
$79.1K ﹤0.01%
673
-647
967
$79K ﹤0.01%
7,000
968
$78.9K ﹤0.01%
4,012
+1,727
969
$78.8K ﹤0.01%
9,455
970
$78.2K ﹤0.01%
881
971
$78K ﹤0.01%
1,070
-68
972
$77.8K ﹤0.01%
426
+6
973
$77.5K ﹤0.01%
936
+100
974
$77.5K ﹤0.01%
919
-1,487
975
$77.1K ﹤0.01%
1,205
-64
37 38
39
40 41