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
1451
$19.5K ﹤0.01%
42
-4
1452
$19.4K ﹤0.01%
127
1453
$19.3K ﹤0.01%
131
-11
1454
$19.3K ﹤0.01%
83
-3
1455
$19.1K ﹤0.01%
37
-2
1456
$19.1K ﹤0.01%
519
1457
$19.1K ﹤0.01%
51
+7
1458
$18.8K ﹤0.01%
206
1459
$18.8K ﹤0.01%
1,956
-140
1460
$18.7K ﹤0.01%
+414
1461
$18.7K ﹤0.01%
110
+72
1462
$18.7K ﹤0.01%
424
1463
$18.5K ﹤0.01%
225
1464
$18.5K ﹤0.01%
500
1465
$18.3K ﹤0.01%
2,171
-13,868
1466
$18.3K ﹤0.01%
1,067
1467
$18.3K ﹤0.01%
63
-153
1468
$18.3K ﹤0.01%
145
+1
1469
$18.3K ﹤0.01%
+2,000
1470
$18.2K ﹤0.01%
+810
1471
$18.2K ﹤0.01%
26
1472
$18.2K ﹤0.01%
73
-10
1473
$18.1K ﹤0.01%
4,190
+750
1474
$18.1K ﹤0.01%
20,102
+49
1475
$18K ﹤0.01%
+200
57 58
59
60 61