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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
2551
$1K ﹤0.01%
+160
2552
$1K ﹤0.01%
+81
2553
$1K ﹤0.01%
300
-5,275
2554
$1K ﹤0.01%
40
2555
– –
-700
2556
– –
-8,000
2557
– –
-1,839
2558
– –
-300
2559
– –
-4,800
2560
– –
-800
2561
– –
-23,945
2562
– –
-55
2563
– –
-15,161
2564
– –
-221
2565
– –
-464
2566
– –
-2,199
2567
– –
-86
2568
– –
-917
2569
– –
-200
2570
– –
-1,095
2571
– –
-100
2572
– –
-156,674
2573
– –
-7,648
2574
– –
-10,742
2575
– –
-120
101 102
103
104 105