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
651
$260K 0.01%
+2,195
652
$259K 0.01%
22,214
-809
653
$259K 0.01%
7,489
+137
654
$259K 0.01%
6,527
-2,313
655
$255K 0.01%
4,872
+271
656
$254K 0.01%
5,604
-71
657
$254K 0.01%
7,085
-42,992
658
$254K 0.01%
2,163
+386
659
$253K 0.01%
2,979
-282
660
$253K 0.01%
1,835
-325
661
$252K 0.01%
5,927
+1,948
662
$252K 0.01%
5,062
663
$251K 0.01%
3,125
+2,442
664
$251K 0.01%
2,622
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665
$250K 0.01%
1,938
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666
$249K 0.01%
12,510
-2,919
667
$248K 0.01%
830
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668
$247K 0.01%
12,834
-1,668
669
$246K 0.01%
1,863
-897
670
$243K 0.01%
3,264
+1,653
671
$240K 0.01%
891
-365
672
$239K 0.01%
1,954
673
$239K 0.01%
46,395
-566
674
$239K 0.01%
1,767
-819
675
$239K 0.01%
10,951
-275
25 26
27
28 29