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
1776
$6.18K ﹤0.01%
743
+430
1777
$6.16K ﹤0.01%
218
-51
1778
$6.15K ﹤0.01%
115
-1,220
1779
$6.12K ﹤0.01%
239
+79
1780
$6.01K ﹤0.01%
500
1781
$5.99K ﹤0.01%
85
-13
1782
$5.97K ﹤0.01%
11
-4
1783
$5.96K ﹤0.01%
267
1784
$5.96K ﹤0.01%
125
1785
$5.95K ﹤0.01%
150
-749
1786
$5.94K ﹤0.01%
236
1787
$5.92K ﹤0.01%
106
1788
$5.89K ﹤0.01%
188
1789
$5.88K ﹤0.01%
600
1790
$5.88K ﹤0.01%
100
-1,000
1791
$5.81K ﹤0.01%
149
+1
1792
$5.8K ﹤0.01%
100
1793
$5.75K ﹤0.01%
96
-1,128
1794
$5.75K ﹤0.01%
162
-170
1795
$5.71K ﹤0.01%
200
-53
1796
$5.69K ﹤0.01%
100
1797
$5.69K ﹤0.01%
105
1798
$5.66K ﹤0.01%
+559
1799
$5.63K ﹤0.01%
39
-161
1800
$5.62K ﹤0.01%
115
70 71
72
73 74