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
2176
$608 ﹤0.01%
76
2177
$603 ﹤0.01%
53
2178
$601 ﹤0.01%
15
2179
$594 ﹤0.01%
5
2180
$588 ﹤0.01%
51
+1
2181
$586 ﹤0.01%
40
-9
2182
$576 ﹤0.01%
9
-16
2183
$570 ﹤0.01%
10
-338
2184
$569 ﹤0.01%
25
+5
2185
$566 ﹤0.01%
14
2186
$551 ﹤0.01%
40
2187
$549 ﹤0.01%
+12
2188
$545 ﹤0.01%
+100
2189
$544 ﹤0.01%
2
-2
2190
$536 ﹤0.01%
13
2191
$529 ﹤0.01%
51
-1,500
2192
$529 ﹤0.01%
4
2193
$529 ﹤0.01%
+22
2194
$528 ﹤0.01%
14
+1
2195
$505 ﹤0.01%
+13
2196
$504 ﹤0.01%
+10
2197
$21 ﹤0.01%
439
2198
$13 ﹤0.01%
+65
2199
$12 ﹤0.01%
24
2200
$11 ﹤0.01%
26
86 87
88
89 90