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
2976
– –
-17,700
2977
– –
-308
2978
– –
-22,568
2979
– –
-1,694
2980
– –
-21
2981
– –
-150
2982
– –
-71
2983
– –
-433
2984
– –
-328
2985
– –
-17
2986
– –
-32,955
2987
– –
-10
2988
– –
-15,000
2989
– –
-943
2990
– –
-1,000
2991
– –
0
2992
– –
-190
2993
– –
-515
2994
– –
-48
2995
– –
-690
2996
– –
-37
2997
– –
-865
2998
– –
-3,000
2999
– –
-1
3000
– –
-1,567
118 119
120
121 122