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
1076
$56.2K ﹤0.01%
6,500
-32,374
1077
$55.8K ﹤0.01%
336
-123
1078
$55.7K ﹤0.01%
2,620
-64,591
1079
$55.7K ﹤0.01%
4,250
+1,020
1080
$55.7K ﹤0.01%
1,294
-170
1081
$55.2K ﹤0.01%
543
-6
1082
$54.8K ﹤0.01%
308
-7
1083
$54.7K ﹤0.01%
7,839
+2,839
1084
$54.4K ﹤0.01%
357
-100
1085
$54.3K ﹤0.01%
1,216
1086
$54.2K ﹤0.01%
2,266
-45
1087
$54.1K ﹤0.01%
814
-133
1088
$54.1K ﹤0.01%
+6,267
1089
$54.1K ﹤0.01%
572
1090
$53.9K ﹤0.01%
916
1091
$53.9K ﹤0.01%
1,245
+588
1092
$53.9K ﹤0.01%
1,018
+191
1093
$53.7K ﹤0.01%
17
+3
1094
$53.5K ﹤0.01%
682
+107
1095
$53.5K ﹤0.01%
4,578
+109
1096
$53.5K ﹤0.01%
565
+19
1097
$53.3K ﹤0.01%
932
-107
1098
$53K ﹤0.01%
2,015
-80
1099
$53K ﹤0.01%
485
+275
1100
$53K ﹤0.01%
+15,000
42 43
44
45 46