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
2601
– –
-1,174
2602
– –
-3,000
2603
– –
-25,710
2604
– –
-602
2605
– –
-342
2606
– –
-770
2607
– –
-27,900
2608
– –
-100
2609
– –
-500
2610
– –
-40
2611
– –
-2,850
2612
– –
-4,500
2613
– –
-10,125
2614
– –
-100
2615
– –
-1,000
2616
– –
-12
2617
– –
-719
2618
– –
-80
2619
– –
-3,565
2620
– –
-2,284
2621
– –
-1,000
2622
– –
-11,200
2623
– –
-45
2624
– –
-30
2625
– –
-4,500
103 104
105
106 107