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
1676
$8.57K ﹤0.01%
120
1677
$8.55K ﹤0.01%
1,282
+28
1678
$8.49K ﹤0.01%
201
1679
$8.48K ﹤0.01%
438
-42
1680
$8.47K ﹤0.01%
47
+6
1681
$8.43K ﹤0.01%
137
+29
1682
$8.43K ﹤0.01%
116
1683
$8.41K ﹤0.01%
750
1684
$8.41K ﹤0.01%
68
-5
1685
$8.41K ﹤0.01%
+113
1686
$8.38K ﹤0.01%
189
1687
$8.33K ﹤0.01%
130
+118
1688
$8.3K ﹤0.01%
204
+3
1689
$8.29K ﹤0.01%
180
-186
1690
$8.28K ﹤0.01%
40
1691
$8.27K ﹤0.01%
1,319
+13
1692
$8.25K ﹤0.01%
150
1693
$8.24K ﹤0.01%
104
-9
1694
$8.24K ﹤0.01%
2,000
1695
$8.24K ﹤0.01%
248
+4
1696
$8.23K ﹤0.01%
1,441
-650
1697
$8.18K ﹤0.01%
84
-91
1698
$8.18K ﹤0.01%
79
1699
$8.14K ﹤0.01%
+39
1700
$8.13K ﹤0.01%
100
66 67
68
69 70