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
1701
$8.12K ﹤0.01%
129
-300
1702
$8.08K ﹤0.01%
+202
1703
$8.07K ﹤0.01%
260
1704
$8K ﹤0.01%
294
-5,151
1705
$7.97K ﹤0.01%
274
-45
1706
$7.97K ﹤0.01%
65
+18
1707
$7.92K ﹤0.01%
337
-104
1708
$7.92K ﹤0.01%
293
1709
$7.89K ﹤0.01%
4,753
-8
1710
$7.78K ﹤0.01%
90
-11,817
1711
$7.78K ﹤0.01%
250
1712
$7.77K ﹤0.01%
+67
1713
$7.72K ﹤0.01%
200
1714
$7.72K ﹤0.01%
241
-21
1715
$7.71K ﹤0.01%
500
-210
1716
$7.69K ﹤0.01%
199
1717
$7.65K ﹤0.01%
300
1718
$7.57K ﹤0.01%
1,199
-314
1719
$7.56K ﹤0.01%
91
+1
1720
$7.56K ﹤0.01%
153
1721
$7.52K ﹤0.01%
69
-650
1722
$7.48K ﹤0.01%
80
-6
1723
$7.42K ﹤0.01%
312
1724
$7.42K ﹤0.01%
642
+12
1725
$7.41K ﹤0.01%
758
-68
67 68
69
70 71