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
2201
$11 ﹤0.01%
65
2202
$10 ﹤0.01%
197
2203
– –
-30
2204
– –
-18
2205
– –
-16
2206
– –
-32
2207
– –
-500
2208
– –
-100
2209
– –
-189
2210
– –
-1,947
2211
– –
-10
2212
– –
-18,843
2213
– –
-1,577
2214
– –
-10,600
2215
– –
-22,316
2216
– –
-300
2217
– –
-2,000
2218
– –
-23,902
2219
– –
-5
2220
– –
-1,150
2221
– –
-250
2222
– –
-31
2223
– –
-22
2224
– –
-159,670
2225
– –
-225
87 88
89
90 91