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
2401
– –
-176
2402
– –
-237
2403
– –
-114
2404
– –
-161
2405
– –
-80
2406
– –
-1,246
2407
– –
-800
2408
– –
-400
2409
– –
-172
2410
– –
-913
2411
– –
-758
2412
– –
-48,519
2413
– –
-1,135
2414
– –
-75
2415
– –
-157
2416
– –
-289
2417
– –
-1,248
2418
– –
-6,719
2419
– –
-100
2420
– –
-694
2421
– –
-54
2422
– –
-45
2423
– –
-250
2424
– –
-920
93 94 95 96
97