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
801
$280K 0.01%
3,734
-1,044
802
$280K 0.01%
3,834
803
$279K 0.01%
2,894
-353
804
$278K 0.01%
828
805
$276K 0.01%
2,746
+1
806
$276K 0.01%
11,924
-1,829
807
$275K 0.01%
12,959
-644
808
$275K 0.01%
7,567
+3,751
809
$275K 0.01%
2,503
-250
810
$275K 0.01%
1,366
-3,362
811
$274K 0.01%
4,035
-10,545
812
$273K 0.01%
13,897
+1
813
$273K 0.01%
8,241
-638
814
$272K 0.01%
3,355
-28
815
$272K 0.01%
1,688
-148
816
$271K 0.01%
26,096
+4,481
817
$270K 0.01%
10,465
+700
818
$269K 0.01%
2,452
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819
$268K 0.01%
3,384
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820
$268K 0.01%
7,260
-2,850
821
$266K 0.01%
2,966
-831
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$266K 0.01%
6,326
+4,496
823
$265K 0.01%
+9,300
824
$265K 0.01%
2,615
+387
825
$265K 0.01%
27,135
-15,065
31 32
33
34 35