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
2076
$1.33K ﹤0.01%
50
2077
$1.33K ﹤0.01%
33
2078
$1.32K ﹤0.01%
179
2079
$1.32K ﹤0.01%
+132
2080
$1.3K ﹤0.01%
55
-41
2081
$1.29K ﹤0.01%
6
+1
2082
$1.28K ﹤0.01%
71
-19
2083
$1.28K ﹤0.01%
29
-9
2084
$1.26K ﹤0.01%
1,010
+10
2085
$1.26K ﹤0.01%
80
-224
2086
$1.24K ﹤0.01%
30
2087
$1.23K ﹤0.01%
40
2088
$1.23K ﹤0.01%
43
-610
2089
$1.23K ﹤0.01%
300
2090
$1.23K ﹤0.01%
140
2091
$1.21K ﹤0.01%
300
2092
$1.21K ﹤0.01%
300
2093
$1.2K ﹤0.01%
115
2094
$1.2K ﹤0.01%
100
2095
$1.19K ﹤0.01%
43
2096
$1.19K ﹤0.01%
30
+7
2097
$1.19K ﹤0.01%
86
-20
2098
$1.17K ﹤0.01%
+16
2099
$1.16K ﹤0.01%
+21
2100
$1.14K ﹤0.01%
51
82 83
84
85 86