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
1026
$66.1K ﹤0.01%
+4,400
1027
$65.7K ﹤0.01%
1,282
-33
1028
$65.3K ﹤0.01%
269
+1
1029
$64.5K ﹤0.01%
1,638
-1,093
1030
$64.4K ﹤0.01%
120
-3
1031
$64.1K ﹤0.01%
545
-1,597
1032
$63.8K ﹤0.01%
31,142
+20,334
1033
$63.5K ﹤0.01%
1,139
-14
1034
$63.5K ﹤0.01%
854
-40
1035
$63.4K ﹤0.01%
3,105
-180
1036
$63.4K ﹤0.01%
638
1037
$63.4K ﹤0.01%
1,050
-820
1038
$63.3K ﹤0.01%
1,656
+264
1039
$63K ﹤0.01%
2,280
1040
$62.7K ﹤0.01%
1,615
1041
$62.6K ﹤0.01%
5,070
+4,557
1042
$62.5K ﹤0.01%
1,168
-172
1043
$62.4K ﹤0.01%
1,363
1044
$62.3K ﹤0.01%
1,205
-86
1045
$62.2K ﹤0.01%
1,875
1046
$62.2K ﹤0.01%
558
1047
$62.1K ﹤0.01%
662
1048
$62K ﹤0.01%
1,108
+5
1049
$61.2K ﹤0.01%
199
-2
1050
$60.6K ﹤0.01%
276
-99
40 41
42
43 44