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
1101
$52.8K ﹤0.01%
4,355
+31
1102
$52.6K ﹤0.01%
227
-283
1103
$52.4K ﹤0.01%
556
+400
1104
$52.4K ﹤0.01%
975
1105
$52.3K ﹤0.01%
1,001
+6
1106
$52.3K ﹤0.01%
239
-1,261
1107
$52.2K ﹤0.01%
1,295
1108
$51.9K ﹤0.01%
497
-997
1109
$51.5K ﹤0.01%
2,431
-1,402
1110
$51.5K ﹤0.01%
4,837
1111
$51.4K ﹤0.01%
1,224
-1,330
1112
$51.3K ﹤0.01%
1,129
-38,122
1113
$51.1K ﹤0.01%
2,790
1114
$51K ﹤0.01%
1,326
+1,049
1115
$50.7K ﹤0.01%
3,300
1116
$50.6K ﹤0.01%
856
-406
1117
$50.6K ﹤0.01%
375
+3
1118
$50.4K ﹤0.01%
3,480
-190
1119
$50.3K ﹤0.01%
1,406
+10
1120
$50.3K ﹤0.01%
758
-313
1121
$50.1K ﹤0.01%
4,000
1122
$50K ﹤0.01%
1,000
1123
$49.4K ﹤0.01%
724
-65
1124
$49.4K ﹤0.01%
401
1125
$49.2K ﹤0.01%
1,136
-31
43 44
45
46 47