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
1651
$9.48K ﹤0.01%
47
+10
1652
$9.46K ﹤0.01%
99
1653
$9.41K ﹤0.01%
1,000
1654
$9.4K ﹤0.01%
486
+86
1655
$9.39K ﹤0.01%
93
-1,017
1656
$9.34K ﹤0.01%
535
1657
$9.32K ﹤0.01%
1,000
1658
$9.32K ﹤0.01%
902
-27,130
1659
$9.27K ﹤0.01%
408
-9,122
1660
$9.14K ﹤0.01%
+250
1661
$9.12K ﹤0.01%
122
1662
$9.1K ﹤0.01%
125
1663
$9.09K ﹤0.01%
225
1664
$9.06K ﹤0.01%
1,200
1665
$8.96K ﹤0.01%
500
1666
$8.95K ﹤0.01%
1,090
-289
1667
$8.93K ﹤0.01%
500
1668
$8.85K ﹤0.01%
+200
1669
$8.83K ﹤0.01%
352
1670
$8.81K ﹤0.01%
85
-6,587
1671
$8.78K ﹤0.01%
345
1672
$8.65K ﹤0.01%
240
-68
1673
$8.64K ﹤0.01%
125
-396
1674
$8.62K ﹤0.01%
29
+24
1675
$8.57K ﹤0.01%
488
-54
65 66
67
68 69