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
2226
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2227
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2228
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2229
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-1,000
2230
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2231
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2232
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2233
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-39,450
2234
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2235
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2236
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2237
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2238
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-23
2239
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-8,222
2240
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-35
2241
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-420
2242
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2243
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0
2244
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2245
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-5,479
2246
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-10
2247
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-13,451
2248
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2249
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-171
2250
– –
-30
88 89
90
91 92