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
1301
$28.9K ﹤0.01%
+1,139
1302
$28.7K ﹤0.01%
404
-99
1303
$28.6K ﹤0.01%
181
-40
1304
$28.6K ﹤0.01%
669
+3
1305
$28.5K ﹤0.01%
+2,026
1306
$28.3K ﹤0.01%
+458
1307
$28.2K ﹤0.01%
2,240
-6,358
1308
$28.2K ﹤0.01%
451
+1
1309
$28.2K ﹤0.01%
+1,796
1310
$28.1K ﹤0.01%
300
-206
1311
$28K ﹤0.01%
1,132
+308
1312
$28K ﹤0.01%
+100
1313
$28K ﹤0.01%
+1,786
1314
$28K ﹤0.01%
505
-4,800
1315
$27.9K ﹤0.01%
114
1316
$27.7K ﹤0.01%
4,000
1317
$27.7K ﹤0.01%
1,798
-98
1318
$27.6K ﹤0.01%
450
1319
$27.6K ﹤0.01%
633
-375
1320
$27.6K ﹤0.01%
155
-439
1321
$27.5K ﹤0.01%
320
-157
1322
$27.5K ﹤0.01%
105
+30
1323
$27.5K ﹤0.01%
270
1324
$27.4K ﹤0.01%
327
+176
1325
$27.3K ﹤0.01%
394
+17
51 52
53
54 55