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
1176
$41.8K ﹤0.01%
+23
1177
$41.6K ﹤0.01%
1,285
-9
1178
$41.6K ﹤0.01%
759
-94
1179
$41.5K ﹤0.01%
700
1180
$41.2K ﹤0.01%
565
1181
$41.2K ﹤0.01%
4,902
+832
1182
$41K ﹤0.01%
1,033
1183
$41K ﹤0.01%
862
1184
$41K ﹤0.01%
598
+449
1185
$40.9K ﹤0.01%
85
-95
1186
$40.8K ﹤0.01%
100
-6
1187
$40.7K ﹤0.01%
5,680
+536
1188
$40.5K ﹤0.01%
300
1189
$40.5K ﹤0.01%
2,500
1190
$40.4K ﹤0.01%
161,776
+152,807
1191
$40.4K ﹤0.01%
24,507
+7
1192
$40.4K ﹤0.01%
2,571
-662
1193
$40.2K ﹤0.01%
+4,671
1194
$40.2K ﹤0.01%
509
-28
1195
$40K ﹤0.01%
2,775
-122
1196
$40K ﹤0.01%
1,843
1197
$39.8K ﹤0.01%
+3,131
1198
$39.7K ﹤0.01%
+4,426
1199
$39.7K ﹤0.01%
2,021
-5,366
1200
$39.6K ﹤0.01%
1,117
-2
46 47
48
49 50