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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
2701
– –
-351
2702
– –
-325
2703
– –
-156,001
2704
– –
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2705
– –
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2706
– –
-25,710
2707
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-602
2708
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2709
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-770
2710
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-27,900
2711
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-100
2712
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-500
2713
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-40
2714
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-2,850
2715
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-4,500
2716
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-10,125
2717
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-100
2718
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-1,000
2719
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-12
2720
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-719
2721
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-80
2722
– –
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2723
– –
-2,284
2724
– –
-1,000
2725
– –
-11,200
107 108
109
110 111