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
1751
$6.82K ﹤0.01%
264
-3,825
1752
$6.81K ﹤0.01%
135
-141
1753
$6.79K ﹤0.01%
677
-52,193
1754
$6.74K ﹤0.01%
165
1755
$6.66K ﹤0.01%
195
+6
1756
$6.66K ﹤0.01%
300
1757
$6.64K ﹤0.01%
4,100
1758
$6.63K ﹤0.01%
100
1759
$6.61K ﹤0.01%
191
+15
1760
$6.61K ﹤0.01%
461
+15
1761
$6.58K ﹤0.01%
88
1762
$6.57K ﹤0.01%
124
+74
1763
$6.56K ﹤0.01%
299
1764
$6.5K ﹤0.01%
111
+1
1765
$6.49K ﹤0.01%
107
+94
1766
$6.46K ﹤0.01%
+104
1767
$6.42K ﹤0.01%
276
-150
1768
$6.38K ﹤0.01%
58
-84
1769
$6.38K ﹤0.01%
950
-200
1770
$6.38K ﹤0.01%
208
-29
1771
$6.37K ﹤0.01%
167
1772
$6.32K ﹤0.01%
20
1773
$6.29K ﹤0.01%
1,276
-3,875
1774
$6.24K ﹤0.01%
80
-10
1775
$6.23K ﹤0.01%
+54
69 70
71
72 73