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
626
$290K 0.01%
3,312
+1,095
627
$287K 0.01%
2,770
+445
628
$286K 0.01%
481
-896
629
$285K 0.01%
223
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630
$283K 0.01%
19,136
-2,022
631
$282K 0.01%
1,072
-4,061
632
$279K 0.01%
2,062
-693
633
$278K 0.01%
26,724
+18,327
634
$277K 0.01%
2,426
-1,090
635
$276K 0.01%
+8,200
636
$276K 0.01%
5,740
-1,651
637
$274K 0.01%
1,763
-77
638
$273K 0.01%
5,760
-2,324
639
$273K 0.01%
92
-3
640
$270K 0.01%
2,280
641
$269K 0.01%
2,269
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642
$269K 0.01%
3,730
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643
$268K 0.01%
7,700
-1,600
644
$267K 0.01%
5,872
-22,899
645
$266K 0.01%
2,975
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646
$265K 0.01%
5,787
+110
647
$264K 0.01%
+20,588
648
$264K 0.01%
2,643
-1,534
649
$263K 0.01%
7,954
650
$262K 0.01%
1,299
-41
24 25
26
27 28