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
1151
$46.4K ﹤0.01%
1,801
-5,295
1152
$45.6K ﹤0.01%
599
-27
1153
$45.6K ﹤0.01%
800
1154
$45.5K ﹤0.01%
394
+25
1155
$45.5K ﹤0.01%
5,050
+40
1156
$44.9K ﹤0.01%
1,636
-56
1157
$44.9K ﹤0.01%
7,880
-440
1158
$44.9K ﹤0.01%
199
-26
1159
$44.8K ﹤0.01%
150
-8
1160
$44.7K ﹤0.01%
+700
1161
$44.5K ﹤0.01%
3,857
-67
1162
$44.5K ﹤0.01%
+1,982
1163
$44.5K ﹤0.01%
159
+16
1164
$44.3K ﹤0.01%
1,006
1165
$44.2K ﹤0.01%
13,000
-800
1166
$43.9K ﹤0.01%
10,177
-71,591
1167
$43.8K ﹤0.01%
7,000
-758
1168
$43.7K ﹤0.01%
4,462
+386
1169
$43.3K ﹤0.01%
1,200
1170
$43.1K ﹤0.01%
2,267
+100
1171
$42.6K ﹤0.01%
1,545
-50
1172
$42.1K ﹤0.01%
395
-1,539
1173
$42K ﹤0.01%
1,076
-134
1174
$41.9K ﹤0.01%
1,993
1175
$41.8K ﹤0.01%
+500
45 46
47
48 49