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
1426
$21K ﹤0.01%
15,001
+10,992
1427
$20.9K ﹤0.01%
15,500
-800
1428
$20.9K ﹤0.01%
2,539
1429
$20.7K ﹤0.01%
640
+40
1430
$20.7K ﹤0.01%
836
-179
1431
$20.7K ﹤0.01%
+413
1432
$20.6K ﹤0.01%
500
-2
1433
$20.6K ﹤0.01%
475
1434
$20.5K ﹤0.01%
209
-4
1435
$20.4K ﹤0.01%
2,000
-217
1436
$20.3K ﹤0.01%
+1,200
1437
$20.2K ﹤0.01%
+1,480
1438
$20.2K ﹤0.01%
+8,469
1439
$20.2K ﹤0.01%
39
+19
1440
$20.2K ﹤0.01%
235
-404
1441
$20.1K ﹤0.01%
201
-23
1442
$20K ﹤0.01%
60
1443
$20K ﹤0.01%
4,797
+3,340
1444
$19.9K ﹤0.01%
538
+237
1445
$19.9K ﹤0.01%
425
1446
$19.8K ﹤0.01%
168
-40,290
1447
$19.8K ﹤0.01%
8,080
+2,280
1448
$19.8K ﹤0.01%
462
+396
1449
$19.8K ﹤0.01%
+102
1450
$19.6K ﹤0.01%
+2,872
56 57
58
59 60