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
1051
$60.2K ﹤0.01%
361
-518
1052
$60.1K ﹤0.01%
1,157
+175
1053
$60K ﹤0.01%
1,050
1054
$59.9K ﹤0.01%
1,644
+22
1055
$59.9K ﹤0.01%
2,069
-929
1056
$59.9K ﹤0.01%
842
-141
1057
$59.9K ﹤0.01%
2,249
1058
$59.8K ﹤0.01%
3,740
-210
1059
$59.8K ﹤0.01%
1,938
-34
1060
$59.7K ﹤0.01%
1,503
1061
$59.6K ﹤0.01%
955
1062
$59.4K ﹤0.01%
800
-50
1063
$59.3K ﹤0.01%
534
-98
1064
$59.1K ﹤0.01%
3,557
-559
1065
$59K ﹤0.01%
2,883
+2,540
1066
$58.6K ﹤0.01%
1,415
+1,226
1067
$58.5K ﹤0.01%
440
-523
1068
$58.5K ﹤0.01%
310
-1
1069
$58.1K ﹤0.01%
2,919
1070
$57.8K ﹤0.01%
4,558
-20,808
1071
$57.8K ﹤0.01%
480
-25
1072
$57.7K ﹤0.01%
387
-26
1073
$57.5K ﹤0.01%
1,952
1074
$56.7K ﹤0.01%
+1,270
1075
$56.4K ﹤0.01%
1,033
+115
41 42
43
44 45