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
1376
$24.2K ﹤0.01%
3,286
1377
$24.1K ﹤0.01%
+500
1378
$24K ﹤0.01%
142
1379
$23.9K ﹤0.01%
241
1380
$23.9K ﹤0.01%
658
-17
1381
$23.9K ﹤0.01%
440
1382
$23.8K ﹤0.01%
98
+1
1383
$23.6K ﹤0.01%
300
-9,956
1384
$23.6K ﹤0.01%
+335
1385
$23.5K ﹤0.01%
+1,129
1386
$23.5K ﹤0.01%
252
1387
$23.4K ﹤0.01%
896
+96
1388
$23.4K ﹤0.01%
235
1389
$23.3K ﹤0.01%
1,100
-1,100
1390
$23.3K ﹤0.01%
283
+54
1391
$23.2K ﹤0.01%
675
+314
1392
$23.2K ﹤0.01%
400
1393
$23.2K ﹤0.01%
1,035
+10
1394
$23.1K ﹤0.01%
360
-165
1395
$23.1K ﹤0.01%
2,007
1396
$23K ﹤0.01%
481
-829
1397
$23K ﹤0.01%
1,860
1398
$22.9K ﹤0.01%
2,214
+1,438
1399
$22.8K ﹤0.01%
200
1400
$22.8K ﹤0.01%
266
-21
54 55
56
57 58