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
1876
$4.14K ﹤0.01%
345
+70
1877
$4.12K ﹤0.01%
214
+14
1878
$4.1K ﹤0.01%
107
1879
$4.09K ﹤0.01%
97
1880
$4.03K ﹤0.01%
37
-12
1881
$4.03K ﹤0.01%
177
+141
1882
$4.03K ﹤0.01%
201
1883
$4.01K ﹤0.01%
500
1884
$4K ﹤0.01%
31
+1
1885
$3.99K ﹤0.01%
77
1886
$3.98K ﹤0.01%
1,000
1887
$3.93K ﹤0.01%
1,000
1888
$3.88K ﹤0.01%
83
-6
1889
$3.87K ﹤0.01%
70
1890
$3.86K ﹤0.01%
435
1891
$3.85K ﹤0.01%
212
1892
$3.82K ﹤0.01%
80
-105
1893
$3.82K ﹤0.01%
22
-12
1894
$3.77K ﹤0.01%
83
+6
1895
$3.75K ﹤0.01%
639
-4,911
1896
$3.74K ﹤0.01%
100
1897
$3.67K ﹤0.01%
85
-404
1898
$3.65K ﹤0.01%
1,332
+1
1899
$3.65K ﹤0.01%
200
-50
1900
$3.6K ﹤0.01%
75
74 75
76
77 78