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
1626
$10.3K ﹤0.01%
200
-3,082
1627
$10.1K ﹤0.01%
200
-17,498
1628
$10.1K ﹤0.01%
665
1629
$10.1K ﹤0.01%
2,046
+1,835
1630
$10.1K ﹤0.01%
200
1631
$10.1K ﹤0.01%
191
1632
$9.98K ﹤0.01%
200
-175
1633
$9.98K ﹤0.01%
600
-30
1634
$9.97K ﹤0.01%
339
-29
1635
$9.96K ﹤0.01%
285
+3
1636
$9.93K ﹤0.01%
355
+5
1637
$9.92K ﹤0.01%
230
1638
$9.9K ﹤0.01%
784
+17
1639
$9.85K ﹤0.01%
363
+32
1640
$9.74K ﹤0.01%
1,535
1641
$9.74K ﹤0.01%
500
-1,851
1642
$9.74K ﹤0.01%
186
1643
$9.73K ﹤0.01%
152
1644
$9.69K ﹤0.01%
164
-23
1645
$9.66K ﹤0.01%
600
1646
$9.63K ﹤0.01%
+66
1647
$9.62K ﹤0.01%
568
-1
1648
$9.61K ﹤0.01%
205
-32
1649
$9.55K ﹤0.01%
104
1650
$9.52K ﹤0.01%
150
64 65
66
67 68