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
1301
$28.9K ﹤0.01%
+1,139
1302
$28.7K ﹤0.01%
404
-99
1303
$28.6K ﹤0.01%
181
-40
1304
$28.6K ﹤0.01%
669
+3
1305
$28.5K ﹤0.01%
+2,026
1306
$28.3K ﹤0.01%
+458
1307
$28.2K ﹤0.01%
2,240
-6,358
1308
$28.2K ﹤0.01%
451
+1
1309
$28.2K ﹤0.01%
+1,796
1310
$28.1K ﹤0.01%
300
-206
1311
$28K ﹤0.01%
1,132
+308
1312
$28K ﹤0.01%
+100
1313
$28K ﹤0.01%
+1,786
1314
$28K ﹤0.01%
505
-4,800
1315
$27.9K ﹤0.01%
114
1316
$27.7K ﹤0.01%
4,000
1317
$27.7K ﹤0.01%
1,798
-98
1318
$27.6K ﹤0.01%
450
1319
$27.6K ﹤0.01%
633
-375
1320
$27.6K ﹤0.01%
155
-439
1321
$27.5K ﹤0.01%
320
-157
1322
$27.5K ﹤0.01%
105
+30
1323
$27.5K ﹤0.01%
270
1324
$27.4K ﹤0.01%
327
+176
1325
$27.3K ﹤0.01%
394
+17
51 52
53
54 55