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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
3101
– –
-28
3102
– –
-16,734
3103
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-200
3104
– –
-17,857
3105
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-492
3106
– –
-12,997
3107
– –
-7,031
3108
– –
-24,581
3109
– –
-6,809
3110
– –
-4,600
3111
– –
-53
3112
– –
-1
3113
– –
-345
3114
– –
-800
3115
– –
-1,222
3116
– –
-48,051
3117
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-6,212
3118
– –
-86
3119
– –
-1,822
3120
– –
-141
3121
– –
-1,508
3122
– –
-8,575
3123
– –
-198
3124
– –
-270
3125
– –
-802
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