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
2401
– –
-504
2402
– –
-98
2403
– –
-740
2404
– –
-1,100
2405
– –
-259
2406
– –
-139
2407
– –
-12,782
2408
– –
-200
2409
– –
-24
2410
– –
-592
2411
– –
-65
2412
– –
-2,148
2413
– –
-88
2414
– –
-109
2415
– –
-70
2416
– –
-100
2417
– –
-200
2418
– –
-405
2419
– –
-300
2420
– –
-3,500
2421
– –
-5,263
2422
– –
-3,085
2423
– –
-10
2424
– –
-1,000
93 94 95 96
97