We are live on ! Find out more
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
2576
– –
-19,000
2577
– –
-10,256
2578
– –
-15,180
2579
– –
-3,600
2580
– –
-119
2581
– –
-5,500
2582
– –
-3,976
2583
– –
-6,000
2584
– –
-1,399
2585
– –
-48,916
2586
– –
-837
2587
– –
-192
2588
– –
-45,881
2589
– –
-2,049
2590
– –
-35
2591
– –
-4,246
2592
– –
-7,532
2593
– –
-291
2594
– –
-500
2595
– –
-10,596
2596
– –
-2,166
2597
– –
-726
2598
– –
-7,890
2599
– –
-13,845
2600
– –
-85
102 103
104
105 106