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
1126
$49.2K ﹤0.01%
338
+1
1127
$49.2K ﹤0.01%
383
+20
1128
$49.2K ﹤0.01%
1,336
1129
$49.2K ﹤0.01%
685
-1,687
1130
$49.1K ﹤0.01%
906
+91
1131
$48.4K ﹤0.01%
839
-13
1132
$48.4K ﹤0.01%
4,000
1133
$48.3K ﹤0.01%
1,353
+542
1134
$48.3K ﹤0.01%
2,455
1135
$48.3K ﹤0.01%
463
-1,234
1136
$48K ﹤0.01%
10,000
1137
$47.9K ﹤0.01%
1,429
-2,381
1138
$47.9K ﹤0.01%
1,010
1139
$47.9K ﹤0.01%
3,879
+80
1140
$47.8K ﹤0.01%
300
-100
1141
$47.8K ﹤0.01%
733
1142
$47.7K ﹤0.01%
368
-4
1143
$47.7K ﹤0.01%
1,478
+39
1144
$47.6K ﹤0.01%
2,647
-633
1145
$47K ﹤0.01%
2,100
1146
$46.8K ﹤0.01%
1,140
+40
1147
$46.7K ﹤0.01%
1,518
+1,108
1148
$46.7K ﹤0.01%
+3,451
1149
$46.6K ﹤0.01%
1,140
-419
1150
$46.5K ﹤0.01%
339
-243
44 45
46
47 48