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
1601
$11.5K ﹤0.01%
500
-1,000
1602
$11.5K ﹤0.01%
311
+115
1603
$11.4K ﹤0.01%
750
+6
1604
$11.4K ﹤0.01%
236
1605
$11.3K ﹤0.01%
924
-4,989
1606
$11.2K ﹤0.01%
50
1607
$11.2K ﹤0.01%
143
1608
$11.2K ﹤0.01%
407
+377
1609
$11.2K ﹤0.01%
2,645
1610
$11.1K ﹤0.01%
500
1611
$11.1K ﹤0.01%
388
1612
$11K ﹤0.01%
300
1613
$11K ﹤0.01%
148
+3
1614
$10.9K ﹤0.01%
161
1615
$10.9K ﹤0.01%
109
1616
$10.8K ﹤0.01%
100
1617
$10.6K ﹤0.01%
533
-3,614
1618
$10.6K ﹤0.01%
742
+8
1619
$10.6K ﹤0.01%
148
-29
1620
$10.6K ﹤0.01%
119
1621
$10.4K ﹤0.01%
155
1622
$10.4K ﹤0.01%
500
-500
1623
$10.4K ﹤0.01%
+384
1624
$10.4K ﹤0.01%
181
+102
1625
$10.4K ﹤0.01%
928
63 64
65
66 67