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
1826
$5.03K ﹤0.01%
150
1827
$4.99K ﹤0.01%
28
-6
1828
$4.98K ﹤0.01%
41
-4
1829
$4.97K ﹤0.01%
100
-7,878
1830
$4.92K ﹤0.01%
162
-92
1831
$4.84K ﹤0.01%
1,812
1832
$4.84K ﹤0.01%
101
1833
$4.83K ﹤0.01%
460
-7,050
1834
$4.81K ﹤0.01%
784
-149
1835
$4.78K ﹤0.01%
143
-86
1836
$4.77K ﹤0.01%
+31
1837
$4.77K ﹤0.01%
80
1838
$4.74K ﹤0.01%
227
1839
$4.72K ﹤0.01%
525
-250
1840
$4.71K ﹤0.01%
622
1841
$4.71K ﹤0.01%
75
-70
1842
$4.7K ﹤0.01%
1,454
1843
$4.7K ﹤0.01%
28
1844
$4.68K ﹤0.01%
1,000
1845
$4.66K ﹤0.01%
330
1846
$4.61K ﹤0.01%
332
+1
1847
$4.57K ﹤0.01%
359
+41
1848
$4.55K ﹤0.01%
179
-3,294
1849
$4.53K ﹤0.01%
191
1850
$4.52K ﹤0.01%
57
72 73
74
75 76