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
2101
$1.14K ﹤0.01%
8
+1
2102
$1.14K ﹤0.01%
25
2103
$1.13K ﹤0.01%
5
2104
$1.13K ﹤0.01%
107
-23
2105
$1.12K ﹤0.01%
100
2106
$1.12K ﹤0.01%
19
-6,321
2107
$1.11K ﹤0.01%
267
2108
$1.11K ﹤0.01%
6
2109
$1.09K ﹤0.01%
70
-13
2110
$1.09K ﹤0.01%
44
+1
2111
$1.09K ﹤0.01%
19
2112
$1.08K ﹤0.01%
257
+47
2113
$1.06K ﹤0.01%
78
2114
$1.04K ﹤0.01%
200
2115
$1.02K ﹤0.01%
41
-15
2116
$1.02K ﹤0.01%
60
-446
2117
$1.01K ﹤0.01%
39
-30
2118
$1.01K ﹤0.01%
+24
2119
$1.01K ﹤0.01%
27
-18
2120
$1.01K ﹤0.01%
10
-41
2121
$1.01K ﹤0.01%
20
2122
$1K ﹤0.01%
8
+3
2123
$996 ﹤0.01%
116
2124
$981 ﹤0.01%
34
2125
$975 ﹤0.01%
33
83 84
85
86 87