SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$51.5M
2
+$5.26M
3
+$5.15M
4
ECL icon
Ecolab
ECL
+$4.8M
5
DE icon
Deere & Co
DE
+$4.78M

Top Sells

1
+$20.3M
2
+$16.2M
3
+$13.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$13.1M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11.8M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 5.27%
3 Financials 4.98%
4 Industrials 4.52%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$530K 0.02%
10,661
-30
477
$529K 0.02%
28,149
-13,053
478
$522K 0.02%
2,232
-224
479
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9,162
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480
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15,262
-2,522
481
$515K 0.02%
7,729
+202
482
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15,700
483
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2,245
+21
484
$504K 0.02%
9,951
-259,173
485
$504K 0.02%
18,957
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486
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13,360
+1
487
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27,257
-26,980
488
$499K 0.02%
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-39
489
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5,110
-64,437
490
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19,026
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491
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13,685
494
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11,489
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495
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4,052
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496
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41,755
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6,654
+1
498
$464K 0.02%
7,155
499
$462K 0.02%
2,342
+2,232
500
$459K 0.02%
17,627
-931
18 19
20
21 22