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
1726
$7.39K ﹤0.01%
105
+17
1727
$7.37K ﹤0.01%
92
+26
1728
$7.33K ﹤0.01%
1,370
-2,516
1729
$7.32K ﹤0.01%
42
1730
$7.32K ﹤0.01%
299
-346
1731
$7.29K ﹤0.01%
624
1732
$7.27K ﹤0.01%
617
1733
$7.26K ﹤0.01%
+350
1734
$7.22K ﹤0.01%
125
1735
$7.22K ﹤0.01%
450
1736
$7.2K ﹤0.01%
100
1737
$7.15K ﹤0.01%
+405
1738
$7.11K ﹤0.01%
200
+64
1739
$7.09K ﹤0.01%
300
1740
$7.08K ﹤0.01%
107
1741
$7.07K ﹤0.01%
517
1742
$7.07K ﹤0.01%
260
+127
1743
$7.05K ﹤0.01%
300
1744
$7.03K ﹤0.01%
280
+2
1745
$7.02K ﹤0.01%
+500
1746
$6.96K ﹤0.01%
168
+1
1747
$6.93K ﹤0.01%
1,000
1748
$6.86K ﹤0.01%
655
+6
1749
$6.85K ﹤0.01%
350
+8
1750
$6.84K ﹤0.01%
30
68 69
70
71 72