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
726
$345K 0.01%
7,986
727
$341K 0.01%
2,147
-4,990
728
$340K 0.01%
5,650
+3,386
729
$338K 0.01%
24,080
+2,000
730
$335K 0.01%
3,200
+200
731
$334K 0.01%
4,761
-9,462
732
$333K 0.01%
326
+200
733
$333K 0.01%
3,236
-8,440
734
$332K 0.01%
1,401
-2,594
735
$332K 0.01%
18,010
736
$330K 0.01%
1,363
-841
737
$328K 0.01%
36,250
738
$326K 0.01%
2,035
-1,339
739
$326K 0.01%
+18,354
740
$326K 0.01%
3,393
+1,746
741
$326K 0.01%
6,539
-7,697
742
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21,171
-1,068
743
$325K 0.01%
1,527
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744
$325K 0.01%
6,946
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745
$324K 0.01%
4,985
-48
746
$323K 0.01%
12,412
-602
747
$321K 0.01%
10,224
-209
748
$318K 0.01%
10,500
749
$317K 0.01%
2,234
-3,867
750
$316K 0.01%
6,972
-1,371
28 29
30
31 32