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
1551
$13.5K ﹤0.01%
180
+2
1552
$13.5K ﹤0.01%
108
+3
1553
$13.5K ﹤0.01%
+8
1554
$13.4K ﹤0.01%
369
+7
1555
$13.4K ﹤0.01%
3,000
1556
$13.4K ﹤0.01%
1,122
-1,427
1557
$13.4K ﹤0.01%
1,045
-255
1558
$13.4K ﹤0.01%
340
-218
1559
$13.3K ﹤0.01%
100
1560
$13.3K ﹤0.01%
324
1561
$13.3K ﹤0.01%
58
+1
1562
$13.2K ﹤0.01%
503
+478
1563
$13.2K ﹤0.01%
160
+77
1564
$13.1K ﹤0.01%
1,117
1565
$13.1K ﹤0.01%
46
1566
$13.1K ﹤0.01%
130
+35
1567
$13K ﹤0.01%
545
-919
1568
$13K ﹤0.01%
3,435
-431
1569
$12.9K ﹤0.01%
1,302
1570
$12.9K ﹤0.01%
+1,327
1571
$12.8K ﹤0.01%
+5,000
1572
$12.8K ﹤0.01%
163
1573
$12.8K ﹤0.01%
216
+147
1574
$12.6K ﹤0.01%
71
-296
1575
$12.6K ﹤0.01%
193
-5
61 62
63
64 65