SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
– –
-1,983
2702
– –
-2
2703
– –
-44,825
2704
– –
-125
2705
– –
-2,418
2706
– –
-100
2707
– –
-1,340
2708
– –
-250
2709
– –
-703
2710
– –
-351
2711
– –
-325
2712
– –
-156,001
2713
– –
-1,174
2714
– –
-3,000
2715
– –
-25,710
2716
– –
-602
2717
– –
-342
2718
– –
-770
2719
– –
-27,900
2720
– –
-100
2721
– –
-500
2722
– –
-40
2723
– –
-2,850
2724
– –
-4,500
2725
– –
-100
107 108
109
110 111