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
1476
$18K ﹤0.01%
+2,741
1477
$17.9K ﹤0.01%
200
-103
1478
$17.9K ﹤0.01%
262
+1
1479
$17.8K ﹤0.01%
46
+10
1480
$17.8K ﹤0.01%
547
-4,941
1481
$17.7K ﹤0.01%
+324
1482
$17.7K ﹤0.01%
426
+303
1483
$17.6K ﹤0.01%
380
+120
1484
$17.6K ﹤0.01%
410
1485
$17.6K ﹤0.01%
126
-5
1486
$17.6K ﹤0.01%
718
1487
$17.5K ﹤0.01%
3,414
+92
1488
$17.5K ﹤0.01%
110
+4
1489
$17.5K ﹤0.01%
159
+1
1490
$17.5K ﹤0.01%
64
+55
1491
$17.4K ﹤0.01%
300
1492
$17.2K ﹤0.01%
70
+41
1493
$17.2K ﹤0.01%
192
-2
1494
$17.1K ﹤0.01%
2,547
-2,000
1495
$17.1K ﹤0.01%
349
+1
1496
$17.1K ﹤0.01%
341
-2,545
1497
$17K ﹤0.01%
1,787
-2,625
1498
$17K ﹤0.01%
163
+63
1499
$16.9K ﹤0.01%
660
+643
1500
$16.8K ﹤0.01%
95
-19
58 59
60
61 62