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
1351
$25.7K ﹤0.01%
731
-36
1352
$25.7K ﹤0.01%
739
-2,383
1353
$25.7K ﹤0.01%
151
+43
1354
$25.7K ﹤0.01%
1,388
-568
1355
$25.6K ﹤0.01%
409
+352
1356
$25.5K ﹤0.01%
1,190
-109
1357
$25.4K ﹤0.01%
239
-311
1358
$25.3K ﹤0.01%
500
-14
1359
$25.3K ﹤0.01%
4,150
+1,000
1360
$25.2K ﹤0.01%
924
+21
1361
$25.2K ﹤0.01%
+4,078
1362
$25.1K ﹤0.01%
479
-4
1363
$25K ﹤0.01%
439
-18
1364
$24.9K ﹤0.01%
15,580
-6,321
1365
$24.9K ﹤0.01%
137
-4
1366
$24.8K ﹤0.01%
+400
1367
$24.8K ﹤0.01%
1,609
-91
1368
$24.7K ﹤0.01%
569
-820
1369
$24.7K ﹤0.01%
+191
1370
$24.6K ﹤0.01%
6,623
1371
$24.5K ﹤0.01%
200
1372
$24.5K ﹤0.01%
611
1373
$24.4K ﹤0.01%
504
+124
1374
$24.2K ﹤0.01%
364
+35
1375
$24.2K ﹤0.01%
541
+30
53 54
55
56 57