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
751
$171K 0.01%
618
-340
752
$170K 0.01%
3,310
+159
753
$169K 0.01%
3,635
-31
754
$168K 0.01%
12,616
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755
$167K 0.01%
1,483
-1,835
756
$167K 0.01%
7,308
-4,216
757
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2,708
758
$166K 0.01%
3,235
+1,537
759
$166K 0.01%
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761
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3,522
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762
$164K 0.01%
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-900
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$163K 0.01%
2,804
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764
$163K 0.01%
4,000
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765
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766
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6,856
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769
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706
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$158K 0.01%
12,947
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$158K 0.01%
2,168
773
$158K 0.01%
799
774
$157K 0.01%
4,200
775
$157K 0.01%
8,300
+7,071
29 30
31
32 33