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
1901
$3.56K ﹤0.01%
554
+85
1902
$3.54K ﹤0.01%
140
+2
1903
$3.54K ﹤0.01%
88
+8
1904
$3.52K ﹤0.01%
32
1905
$3.49K ﹤0.01%
+46
1906
$3.47K ﹤0.01%
226
+5
1907
$3.44K ﹤0.01%
109
1908
$3.42K ﹤0.01%
67
1909
$3.42K ﹤0.01%
30
-5
1910
$3.41K ﹤0.01%
160
1911
$3.34K ﹤0.01%
+128
1912
$3.33K ﹤0.01%
+113
1913
$3.32K ﹤0.01%
84
1914
$3.31K ﹤0.01%
68
-7,919
1915
$3.31K ﹤0.01%
100
1916
$3.31K ﹤0.01%
1,132
+54
1917
$3.31K ﹤0.01%
109
-21
1918
$3.3K ﹤0.01%
55
1919
$3.28K ﹤0.01%
58
1920
$3.21K ﹤0.01%
+323
1921
$3.17K ﹤0.01%
82
1922
$3.15K ﹤0.01%
140
-48
1923
$3.15K ﹤0.01%
83
+18
1924
$3.12K ﹤0.01%
200
1925
$3.08K ﹤0.01%
+173
75 76
77
78 79