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
2301
– –
-2
2302
– –
-750
2303
– –
-298
2304
– –
-163
2305
– –
-554
2306
– –
-300
2307
– –
-249
2308
– –
-4,100
2309
– –
-97
2310
– –
-65
2311
– –
-6,092
2312
– –
-500
2313
– –
-262
2314
– –
-338
2315
– –
-27,992
2316
– –
-724
2317
– –
-1,815
2318
– –
-100
2319
– –
-189
2320
– –
-1,947
2321
– –
-10
2322
– –
-18,843
2323
– –
-1,577
2324
– –
-10,600
2325
– –
-22,316
91 92
93
94 95