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
1501
$16.7K ﹤0.01%
+305
1502
$16.7K ﹤0.01%
225
-66,441
1503
$16.7K ﹤0.01%
69
+9
1504
$16.6K ﹤0.01%
500
1505
$16.6K ﹤0.01%
216
+69
1506
$16.6K ﹤0.01%
300
1507
$16.6K ﹤0.01%
2,000
1508
$16.5K ﹤0.01%
678
+626
1509
$16.4K ﹤0.01%
322
1510
$16.3K ﹤0.01%
1,856
1511
$16.3K ﹤0.01%
553
+63
1512
$16.2K ﹤0.01%
400
-2,797
1513
$16.1K ﹤0.01%
502
-326
1514
$16.1K ﹤0.01%
1,038
1515
$16K ﹤0.01%
400
1516
$15.8K ﹤0.01%
265
1517
$15.7K ﹤0.01%
+600
1518
$15.6K ﹤0.01%
240
1519
$15.6K ﹤0.01%
1,190
+110
1520
$15.5K ﹤0.01%
175
1521
$15.5K ﹤0.01%
511
+71
1522
$15.5K ﹤0.01%
13
1523
$15.3K ﹤0.01%
495
+290
1524
$15.3K ﹤0.01%
617
-1,389
1525
$15.2K ﹤0.01%
436
-657
59 60
61
62 63