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%
+100
2552
$1K ﹤0.01%
75
2553
$1K ﹤0.01%
40
2554
$1K ﹤0.01%
+160
2555
– –
-2,857
2556
– –
-11,345
2557
– –
-44
2558
– –
-12
2559
– –
-14,000
2560
– –
-23
2561
– –
-119
2562
– –
-12
2563
– –
-112
2564
– –
-12,869
2565
– –
0
2566
– –
-371
2567
– –
-500
2568
– –
-1,771
2569
– –
-1,777
2570
– –
-12
2571
– –
-18,293
2572
– –
-1,000
2573
– –
-14,552
2574
– –
-1,670
2575
– –
-300
101 102
103
104 105