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
1201
$39.5K ﹤0.01%
3,745
-195
1202
$39.4K ﹤0.01%
17,767
1203
$39.4K ﹤0.01%
1,060
+75
1204
$39.4K ﹤0.01%
516
-20
1205
$39.4K ﹤0.01%
734
-740
1206
$39.4K ﹤0.01%
361
+15
1207
$39.3K ﹤0.01%
336
+50
1208
$39.2K ﹤0.01%
936
-663
1209
$39.2K ﹤0.01%
928
-32
1210
$39.1K ﹤0.01%
1,315
+175
1211
$38.8K ﹤0.01%
1,455
+71
1212
$38.6K ﹤0.01%
842
-87
1213
$38.4K ﹤0.01%
254
1214
$38.3K ﹤0.01%
1,650
-19,238
1215
$38.3K ﹤0.01%
3,166
-261
1216
$38K ﹤0.01%
1,147
1217
$38K ﹤0.01%
217
-1
1218
$37.9K ﹤0.01%
1,697
-327
1219
$37.8K ﹤0.01%
424
-27
1220
$37.8K ﹤0.01%
1,030
1221
$37.6K ﹤0.01%
+160
1222
$37.5K ﹤0.01%
4,275
+810
1223
$37.2K ﹤0.01%
2,180
1224
$36.9K ﹤0.01%
340
+150
1225
$36.9K ﹤0.01%
1,634
-50
47 48
49
50 51