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
976
$77.1K ﹤0.01%
1,500
-195
977
$76.3K ﹤0.01%
2,357
-606
978
$76.2K ﹤0.01%
877
-248
979
$75.4K ﹤0.01%
1,800
980
$75.3K ﹤0.01%
941
-50
981
$75.1K ﹤0.01%
1,229
-67
982
$74.5K ﹤0.01%
1,530
-21,566
983
$74.4K ﹤0.01%
1,370
+52
984
$74K ﹤0.01%
2,500
985
$73.8K ﹤0.01%
1,632
-950
986
$73.7K ﹤0.01%
2,190
987
$73.6K ﹤0.01%
4,668
-240
988
$73.6K ﹤0.01%
1,900
-517
989
$73.5K ﹤0.01%
1,286
+76
990
$73K ﹤0.01%
265
-15,879
991
$73K ﹤0.01%
4,875
-260
992
$73K ﹤0.01%
398
+58
993
$72.6K ﹤0.01%
3,637
+2,108
994
$72.6K ﹤0.01%
1,000
995
$72K ﹤0.01%
4,726
+1,545
996
$71.9K ﹤0.01%
950
997
$71.7K ﹤0.01%
818
+470
998
$71.7K ﹤0.01%
542
-128
999
$71.7K ﹤0.01%
600
1000
$71.4K ﹤0.01%
464
-192
38 39
40
41 42