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
2526
$1K ﹤0.01%
20
-1,312
2527
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36
2528
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77
2529
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49
2530
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+38
2531
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50
-1,300
2532
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+52
2533
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129
-31,800
2534
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50
-500
2535
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200
2536
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43
-10
2537
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15
2538
– –
0
2539
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74
-36
2540
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100
2541
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8
2542
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23
2543
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2544
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3
2545
$1K ﹤0.01%
100
2546
$1K ﹤0.01%
39
-171
2547
$1K ﹤0.01%
20
-14,691
2548
$1K ﹤0.01%
20
-321
2549
$1K ﹤0.01%
+85
2550
$1K ﹤0.01%
+60
100 101
102
103 104