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
3101
– –
-1,508
3102
– –
-198
3103
– –
-270
3104
– –
-802
3105
– –
-100
3106
– –
-2,000
3107
– –
-20
3108
– –
-1,147
3109
– –
-500
3110
– –
-300
3111
– –
-2,400
3112
– –
-285
3113
– –
-309
3114
– –
-78
3115
– –
-547
3116
– –
-65
3117
– –
-289
3118
– –
-12,511
3119
– –
-4,974
3120
– –
-3,942
3121
– –
-6,470
3122
– –
-2,665
3123
– –
-5,790
3124
– –
-62
3125
– –
-25
122 123 124
125
126