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
1851
$4.52K ﹤0.01%
330
+13
1852
$4.5K ﹤0.01%
50
+4
1853
$4.5K ﹤0.01%
+100
1854
$4.46K ﹤0.01%
315
1855
$4.43K ﹤0.01%
330
1856
$4.41K ﹤0.01%
32
-5
1857
$4.41K ﹤0.01%
35
-3
1858
$4.41K ﹤0.01%
100
1859
$4.4K ﹤0.01%
57
1860
$4.38K ﹤0.01%
51
1861
$4.37K ﹤0.01%
550
1862
$4.36K ﹤0.01%
372
1863
$4.35K ﹤0.01%
33
-3
1864
$4.35K ﹤0.01%
490
-5,918
1865
$4.31K ﹤0.01%
93
-22
1866
$4.3K ﹤0.01%
519
1867
$4.26K ﹤0.01%
653
+54
1868
$4.23K ﹤0.01%
54
-161
1869
$4.22K ﹤0.01%
100
+31
1870
$4.2K ﹤0.01%
264
1871
$4.2K ﹤0.01%
500
1872
$4.18K ﹤0.01%
36
-6
1873
$4.17K ﹤0.01%
827
-17,435
1874
$4.16K ﹤0.01%
+75
1875
$4.15K ﹤0.01%
81
+31
73 74
75
76 77