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
2726
– –
-45
2727
– –
-30
2728
– –
-4,500
2729
– –
-1,420
2730
– –
-289,024
2731
– –
-300
2732
– –
-674
2733
– –
-500
2734
– –
-6,500
2735
– –
-863
2736
– –
-680
2737
– –
-59
2738
– –
-14
2739
– –
-1,500
2740
– –
-18,456
2741
– –
-5,148
2742
– –
-678
2743
– –
-200
2744
– –
-713
2745
– –
-52
2746
– –
-69
2747
– –
-75
2748
– –
-58,189
2749
– –
-77
2750
– –
-4,000
108 109
110
111 112