SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 4.97%
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
– –
-360
2204
– –
-30
2205
– –
-2
2206
– –
-192,957
2207
– –
-1,039
2208
– –
-5,000
2209
– –
-69
2210
– –
-110
2211
– –
-721
2212
– –
-5,545
2213
– –
-680
2214
– –
-5,800
2215
– –
-7,248
2216
– –
-197
2217
– –
-623
2218
– –
-200
2219
– –
-2,000
2220
– –
-96
2221
– –
-192
2222
– –
-100
2223
– –
-34
2224
– –
-270
2225
– –
-3,740
87 88
89
90 91