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
1926
$3.08K ﹤0.01%
101
+13
1927
$3.07K ﹤0.01%
42
-9
1928
$3.05K ﹤0.01%
38
1929
$3.04K ﹤0.01%
64
-443
1930
$3.03K ﹤0.01%
283
1931
$3.02K ﹤0.01%
+260
1932
$3.01K ﹤0.01%
65
-3
1933
$3.01K ﹤0.01%
16
-3
1934
$2.96K ﹤0.01%
984
1935
$2.94K ﹤0.01%
14
+9
1936
$2.94K ﹤0.01%
35
-39
1937
$2.92K ﹤0.01%
8
+2
1938
$2.92K ﹤0.01%
87
-141
1939
$2.92K ﹤0.01%
89
1940
$2.9K ﹤0.01%
51
+25
1941
$2.88K ﹤0.01%
170
-50
1942
$2.86K ﹤0.01%
52
1943
$2.85K ﹤0.01%
56
+3
1944
$2.85K ﹤0.01%
927
1945
$2.82K ﹤0.01%
38
+9
1946
$2.82K ﹤0.01%
664
1947
$2.82K ﹤0.01%
127
1948
$2.8K ﹤0.01%
122
-574
1949
$2.79K ﹤0.01%
21
-4,234
1950
$2.79K ﹤0.01%
80
76 77
78
79 80