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
1451
$19.5K ﹤0.01%
42
-4
1452
$19.4K ﹤0.01%
127
1453
$19.3K ﹤0.01%
131
-11
1454
$19.3K ﹤0.01%
83
-3
1455
$19.1K ﹤0.01%
37
-2
1456
$19.1K ﹤0.01%
519
1457
$19.1K ﹤0.01%
51
+7
1458
$18.8K ﹤0.01%
206
1459
$18.8K ﹤0.01%
1,956
-140
1460
$18.7K ﹤0.01%
+414
1461
$18.7K ﹤0.01%
110
+72
1462
$18.7K ﹤0.01%
424
1463
$18.5K ﹤0.01%
225
1464
$18.5K ﹤0.01%
500
1465
$18.3K ﹤0.01%
2,171
-13,868
1466
$18.3K ﹤0.01%
1,067
1467
$18.3K ﹤0.01%
63
-153
1468
$18.3K ﹤0.01%
145
+1
1469
$18.3K ﹤0.01%
+2,000
1470
$18.2K ﹤0.01%
+810
1471
$18.2K ﹤0.01%
26
1472
$18.2K ﹤0.01%
73
-10
1473
$18.1K ﹤0.01%
4,190
+750
1474
$18.1K ﹤0.01%
1,005
+2
1475
$18K ﹤0.01%
+200
57 58
59
60 61