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
2376
– –
-30
2377
– –
-43
2378
– –
-250
2379
– –
-100
2380
– –
-568
2381
– –
-1,002
2382
– –
-30
2383
– –
-2,412
2384
– –
-811
2385
– –
-14
2386
– –
-726
2387
– –
-63
2388
– –
-73
2389
– –
-66
2390
– –
-500
2391
– –
-35
2392
– –
-4,877
2393
– –
-300
2394
– –
-249
2395
– –
-4,100
2396
– –
-97
2397
– –
-65
2398
– –
-6,092
2399
– –
-1,916
2400
– –
-1,815
93 94 95
96
97