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
1276
$31K ﹤0.01%
290
-651
1277
$31K ﹤0.01%
2,000
-1,209
1278
$30.9K ﹤0.01%
360
+4
1279
$30.9K ﹤0.01%
661
-6,514
1280
$30.7K ﹤0.01%
700
1281
$30.4K ﹤0.01%
10,360
-600
1282
$30.2K ﹤0.01%
19,720
+2,660
1283
$30.1K ﹤0.01%
3,290
+1,190
1284
$30.1K ﹤0.01%
203
+4
1285
$30.1K ﹤0.01%
1,890
-2,000
1286
$30.1K ﹤0.01%
+257
1287
$29.9K ﹤0.01%
381
+5
1288
$29.9K ﹤0.01%
63
1289
$29.8K ﹤0.01%
275
-722
1290
$29.8K ﹤0.01%
+11,692
1291
$29.7K ﹤0.01%
1,185
-4,777
1292
$29.7K ﹤0.01%
650
1293
$29.7K ﹤0.01%
+896
1294
$29.7K ﹤0.01%
2,806
1295
$29.5K ﹤0.01%
1,224
-1,400
1296
$29.3K ﹤0.01%
210
+11
1297
$29.2K ﹤0.01%
433
-1,481
1298
$29.1K ﹤0.01%
939
1299
$29K ﹤0.01%
575
+15
1300
$29K ﹤0.01%
585
-50
50 51
52
53 54