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
1001
$71.2K ﹤0.01%
5,081
+81
1002
$70.8K ﹤0.01%
5,278
+1,255
1003
$70.8K ﹤0.01%
1,289
-711
1004
$70.3K ﹤0.01%
2,714
-140
1005
$70K ﹤0.01%
313
-54
1006
$70K ﹤0.01%
10,200
1007
$69.9K ﹤0.01%
6,572
+67
1008
$69.9K ﹤0.01%
4,188
+1,666
1009
$69.2K ﹤0.01%
823
+16
1010
$69.1K ﹤0.01%
2,923
1011
$68.6K ﹤0.01%
936
-454
1012
$68.5K ﹤0.01%
898
-125
1013
$68.1K ﹤0.01%
3,963
-210
1014
$67.8K ﹤0.01%
772
+277
1015
$67.7K ﹤0.01%
768
1016
$67.6K ﹤0.01%
511
+1
1017
$67.3K ﹤0.01%
11,200
+7,700
1018
$67.2K ﹤0.01%
1,577
-669
1019
$67K ﹤0.01%
2,422
-3,201
1020
$66.9K ﹤0.01%
1,277
-194
1021
$66.9K ﹤0.01%
814
1022
$66.7K ﹤0.01%
492
+1
1023
$66.7K ﹤0.01%
973
-55,928
1024
$66.5K ﹤0.01%
2,953
-1,992
1025
$66.4K ﹤0.01%
708
+4
39 40
41
42 43