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
3001
– –
-75
3002
– –
-34
3003
– –
-2
3004
– –
-817
3005
– –
-8
3006
– –
-355
3007
– –
-8,575
3008
– –
-993
3009
– –
-780
3010
– –
-4,004
3011
– –
-222
3012
– –
-17
3013
– –
-51,734
3014
– –
-29,000
3015
– –
-67
3016
– –
-12,148
3017
– –
-221
3018
– –
-464
3019
– –
-2,199
3020
– –
-86
3021
– –
-23,545
3022
– –
-740
3023
– –
-330
3024
– –
-106
3025
– –
-33,685
119 120
121
122 123