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
2051
$1.58K ﹤0.01%
+776
2052
$1.57K ﹤0.01%
165
-1,296
2053
$1.56K ﹤0.01%
48
-195
2054
$1.55K ﹤0.01%
37
2055
$1.54K ﹤0.01%
32
+3
2056
$1.5K ﹤0.01%
+355
2057
$1.5K ﹤0.01%
64
2058
$1.48K ﹤0.01%
107
+64
2059
$1.48K ﹤0.01%
30
2060
$1.48K ﹤0.01%
87
+10
2061
$1.48K ﹤0.01%
39
2062
$1.47K ﹤0.01%
23
-2
2063
$1.47K ﹤0.01%
98
+53
2064
$1.46K ﹤0.01%
65
-13
2065
$1.44K ﹤0.01%
25
-258
2066
$1.44K ﹤0.01%
8
-2
2067
$1.42K ﹤0.01%
9
+3
2068
$1.41K ﹤0.01%
+30
2069
$1.39K ﹤0.01%
30
-287
2070
$1.39K ﹤0.01%
8
+3
2071
$1.39K ﹤0.01%
50
-10
2072
$1.37K ﹤0.01%
+24
2073
$1.35K ﹤0.01%
1,163
2074
$1.34K ﹤0.01%
60
2075
$1.34K ﹤0.01%
190
-500
81 82
83
84 85