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
2501
$2K ﹤0.01%
+100
2502
$2K ﹤0.01%
25
-110
2503
$2K ﹤0.01%
3
-50
2504
$2K ﹤0.01%
194
-132
2505
$2K ﹤0.01%
57
-23,864
2506
$2K ﹤0.01%
257
-4,630
2507
$2K ﹤0.01%
10
2508
$2K ﹤0.01%
41
2509
$2K ﹤0.01%
30
-276
2510
$2K ﹤0.01%
200
2511
$2K ﹤0.01%
93
-1,824
2512
$2K ﹤0.01%
100
2513
$2K ﹤0.01%
157
2514
$2K ﹤0.01%
125
2515
$2K ﹤0.01%
6
-29
2516
$1K ﹤0.01%
+81
2517
$1K ﹤0.01%
300
-5,275
2518
$1K ﹤0.01%
68
2519
$1K ﹤0.01%
33
-3
2520
$1K ﹤0.01%
25
-42
2521
$1K ﹤0.01%
35
2522
$1K ﹤0.01%
43
2523
$1K ﹤0.01%
167
-107
2524
$1K ﹤0.01%
80
2525
$1K ﹤0.01%
51
-1,101
99 100
101
102 103