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
2151
$753 ﹤0.01%
4
-40
2152
$744 ﹤0.01%
7
2153
$738 ﹤0.01%
6
2154
$738 ﹤0.01%
108
2155
$735 ﹤0.01%
101
+1
2156
$733 ﹤0.01%
100
-8
2157
$732 ﹤0.01%
36
2158
$732 ﹤0.01%
10
-58
2159
$728 ﹤0.01%
57
+1
2160
$723 ﹤0.01%
4
-3
2161
$723 ﹤0.01%
32
+1
2162
$707 ﹤0.01%
13
2163
$701 ﹤0.01%
301
-2
2164
$697 ﹤0.01%
13
2165
$686 ﹤0.01%
7
2166
$681 ﹤0.01%
125
2167
$678 ﹤0.01%
10
2168
$665 ﹤0.01%
4
2169
$641 ﹤0.01%
28
+7
2170
$636 ﹤0.01%
36
2171
$632 ﹤0.01%
70
2172
$621 ﹤0.01%
10
2173
$618 ﹤0.01%
31
2174
$618 ﹤0.01%
33
2175
$614 ﹤0.01%
16
-7
85 86
87
88 89