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
1401
$22.8K ﹤0.01%
500
1402
$22.8K ﹤0.01%
208
-54
1403
$22.7K ﹤0.01%
863
-110
1404
$22.7K ﹤0.01%
1,158
-681
1405
$22.6K ﹤0.01%
500
+227
1406
$22.5K ﹤0.01%
399
1407
$22.4K ﹤0.01%
190
-791
1408
$22.4K ﹤0.01%
789
+26
1409
$22.3K ﹤0.01%
77
-65
1410
$22.2K ﹤0.01%
+2,220
1411
$22.2K ﹤0.01%
+1,344
1412
$22.1K ﹤0.01%
569
-320
1413
$22.1K ﹤0.01%
1,640
+1,437
1414
$22K ﹤0.01%
323
-159
1415
$21.8K ﹤0.01%
403
-64
1416
$21.8K ﹤0.01%
483
1417
$21.6K ﹤0.01%
438
-14
1418
$21.6K ﹤0.01%
980
-5,748
1419
$21.6K ﹤0.01%
2,000
1420
$21.4K ﹤0.01%
200
1421
$21.2K ﹤0.01%
200
1422
$21.2K ﹤0.01%
108
-1
1423
$21.2K ﹤0.01%
680
-1,475
1424
$21.2K ﹤0.01%
223
1425
$21.1K ﹤0.01%
250
55 56
57
58 59