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
1951
$2.74K ﹤0.01%
62
1952
$2.73K ﹤0.01%
6,360
-1
1953
$2.71K ﹤0.01%
25
-7
1954
$2.7K ﹤0.01%
76
-435
1955
$2.69K ﹤0.01%
50
1956
$2.68K ﹤0.01%
40
1957
$2.67K ﹤0.01%
422
1958
$2.66K ﹤0.01%
763
1959
$2.65K ﹤0.01%
45
-106
1960
$2.64K ﹤0.01%
50
-555
1961
$2.64K ﹤0.01%
22
1962
$2.64K ﹤0.01%
2,400
-3,002
1963
$2.62K ﹤0.01%
100
-50
1964
$2.59K ﹤0.01%
330
1965
$2.58K ﹤0.01%
600
1966
$2.55K ﹤0.01%
+50
1967
$2.53K ﹤0.01%
40
1968
$2.51K ﹤0.01%
+187
1969
$2.5K ﹤0.01%
58
+8
1970
$2.48K ﹤0.01%
98
+3
1971
$2.46K ﹤0.01%
1,000
+250
1972
$2.46K ﹤0.01%
450
1973
$2.45K ﹤0.01%
21
-522
1974
$2.45K ﹤0.01%
200
1975
$2.45K ﹤0.01%
49
+8
77 78
79
80 81