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
1251
$33.7K ﹤0.01%
4,482
1252
$33.6K ﹤0.01%
224,173
+219,310
1253
$33.6K ﹤0.01%
550
1254
$33.3K ﹤0.01%
1,400
1255
$33.2K ﹤0.01%
589
-33
1256
$33.1K ﹤0.01%
8,000
1257
$33K ﹤0.01%
2,323
-1,641
1258
$32.9K ﹤0.01%
137
+1
1259
$32.9K ﹤0.01%
20
-156
1260
$32.7K ﹤0.01%
371
+77
1261
$32.5K ﹤0.01%
568
+81
1262
$32.4K ﹤0.01%
1,726
+38
1263
$32.4K ﹤0.01%
296
1264
$32.1K ﹤0.01%
+485
1265
$32K ﹤0.01%
23,700
-700
1266
$31.9K ﹤0.01%
662
1267
$31.8K ﹤0.01%
300
-7,486
1268
$31.7K ﹤0.01%
593
-53
1269
$31.7K ﹤0.01%
229
-738
1270
$31.5K ﹤0.01%
102
-3
1271
$31.5K ﹤0.01%
+501
1272
$31.4K ﹤0.01%
+5,524
1273
$31.1K ﹤0.01%
2,010
-104
1274
$31.1K ﹤0.01%
965
+35
1275
$31.1K ﹤0.01%
500
-6
49 50
51
52 53