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
1976
$2.42K ﹤0.01%
300
1977
$2.4K ﹤0.01%
400
1978
$2.4K ﹤0.01%
+75
1979
$2.36K ﹤0.01%
258
-200
1980
$2.36K ﹤0.01%
193
-46
1981
$2.35K ﹤0.01%
37
-5
1982
$2.33K ﹤0.01%
415
1983
$2.32K ﹤0.01%
100
+12
1984
$2.3K ﹤0.01%
200
1985
$2.29K ﹤0.01%
6
-4
1986
$2.29K ﹤0.01%
6
+1
1987
$2.26K ﹤0.01%
367
+226
1988
$2.26K ﹤0.01%
130
-25
1989
$2.26K ﹤0.01%
200
1990
$2.25K ﹤0.01%
54
-100
1991
$2.24K ﹤0.01%
65
1992
$2.24K ﹤0.01%
133
1993
$2.22K ﹤0.01%
18
+4
1994
$2.21K ﹤0.01%
1,400
1995
$2.2K ﹤0.01%
34
1996
$2.2K ﹤0.01%
105
1997
$2.2K ﹤0.01%
43
-5
1998
$2.19K ﹤0.01%
801
-19,470
1999
$2.13K ﹤0.01%
43
+15
2000
$2.13K ﹤0.01%
42
78 79
80
81 82