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
1576
$12.5K ﹤0.01%
61
-84
1577
$12.5K ﹤0.01%
293
-3,710
1578
$12.5K ﹤0.01%
113
1579
$12.5K ﹤0.01%
500
1580
$12.4K ﹤0.01%
250
1581
$12.4K ﹤0.01%
116
-84
1582
$12.3K ﹤0.01%
289
+1
1583
$12.3K ﹤0.01%
210
-4
1584
$12.3K ﹤0.01%
1,336
-4,353
1585
$12.2K ﹤0.01%
275
-2,694
1586
$12.2K ﹤0.01%
447
-377
1587
$12.2K ﹤0.01%
609
+30
1588
$12.2K ﹤0.01%
188
1589
$12.1K ﹤0.01%
251
1590
$12K ﹤0.01%
200
1591
$12K ﹤0.01%
101
+16
1592
$12K ﹤0.01%
17,415
+28
1593
$12K ﹤0.01%
429
1594
$12K ﹤0.01%
529
-457
1595
$11.9K ﹤0.01%
600
-22,263
1596
$11.9K ﹤0.01%
+1,125
1597
$11.9K ﹤0.01%
450
1598
$11.7K ﹤0.01%
397
+1
1599
$11.6K ﹤0.01%
200
1600
$11.6K ﹤0.01%
81
62 63
64
65 66