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
1801
$5.61K ﹤0.01%
149
-35
1802
$5.59K ﹤0.01%
285
-474
1803
$5.58K ﹤0.01%
73
+8
1804
$5.55K ﹤0.01%
200
+100
1805
$5.54K ﹤0.01%
1,640
-56,250
1806
$5.54K ﹤0.01%
+79
1807
$5.53K ﹤0.01%
165
-200
1808
$5.53K ﹤0.01%
71
+2
1809
$5.52K ﹤0.01%
247
-1,348
1810
$5.49K ﹤0.01%
86
1811
$5.46K ﹤0.01%
39
-7
1812
$5.44K ﹤0.01%
184
-1,121
1813
$5.35K ﹤0.01%
13
-1
1814
$5.34K ﹤0.01%
164
1815
$5.33K ﹤0.01%
113
+14
1816
$5.29K ﹤0.01%
59
1817
$5.28K ﹤0.01%
800
1818
$5.26K ﹤0.01%
+200
1819
$5.23K ﹤0.01%
33
1820
$5.2K ﹤0.01%
1,000
1821
$5.17K ﹤0.01%
401
+1
1822
$5.14K ﹤0.01%
190
1823
$5.12K ﹤0.01%
31
-104
1824
$5.11K ﹤0.01%
103
+3
1825
$5.04K ﹤0.01%
277
71 72
73
74 75