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
$3.7B
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,143
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.6M
3
+$11.7M
4
ABNB icon
Airbnb
ABNB
+$11.7M
5
JLL icon
Jones Lang LaSalle
JLL
+$11.5M

Top Sells

1
+$58.7M
2
+$23.8M
3
+$22.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.4M
5
AMT icon
American Tower
AMT
+$15.5M

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 8.61%
3 Financials 7.42%
4 Communication Services 5.53%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
122
2477
$2K ﹤0.01%
353
-925
2478
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187
2479
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10
-17
2480
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2481
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+20
2482
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297
2483
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90
-1,412
2484
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225
-4,400
2485
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+100
2486
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45
-10
2487
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73
2488
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200
-200
2489
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83
-34
2490
– –
0
2491
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15
-16
2492
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20
-4,025
2493
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114
-8,846
2494
$2K ﹤0.01%
300
2495
$2K ﹤0.01%
750
-10,000
2496
$2K ﹤0.01%
47
-11
2497
$2K ﹤0.01%
130
2498
$2K ﹤0.01%
62
-6,154
2499
$2K ﹤0.01%
10
2500
$2K ﹤0.01%
25
98 99
100
101 102