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
1526
$15.2K ﹤0.01%
138
-292
1527
$15K ﹤0.01%
110
-35,001
1528
$15K ﹤0.01%
159
1529
$14.9K ﹤0.01%
200
1530
$14.9K ﹤0.01%
485
1531
$14.8K ﹤0.01%
290
-195
1532
$14.8K ﹤0.01%
334
-18
1533
$14.8K ﹤0.01%
3,000
-2,350
1534
$14.6K ﹤0.01%
433
+6
1535
$14.5K ﹤0.01%
6,420
+1,820
1536
$14.4K ﹤0.01%
500
1537
$14.4K ﹤0.01%
32
-14
1538
$14.3K ﹤0.01%
340
1539
$14.2K ﹤0.01%
138
-2,178
1540
$14.1K ﹤0.01%
1,000
-258
1541
$14K ﹤0.01%
104
-3
1542
$14K ﹤0.01%
506
+6
1543
$14K ﹤0.01%
700
+600
1544
$13.8K ﹤0.01%
142
1545
$13.8K ﹤0.01%
258
+158
1546
$13.7K ﹤0.01%
414
+6
1547
$13.6K ﹤0.01%
181
-2,357
1548
$13.6K ﹤0.01%
471
-2,098
1549
$13.6K ﹤0.01%
60
1550
$13.5K ﹤0.01%
366
-9,814
60 61
62
63 64