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
876
$234K 0.01%
1,792
-830
877
$234K 0.01%
6,305
-300
878
$231K 0.01%
4,824
-693
879
$230K 0.01%
6,175
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880
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3,791
-3,000
881
$229K 0.01%
1,437
-595
882
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+7,392
883
$229K 0.01%
3,925
-3,665
884
$228K 0.01%
7,369
885
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1,165
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886
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1,110
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$226K 0.01%
604
-11
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$226K 0.01%
7,013
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890
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3,394
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10,860
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895
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706
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$222K 0.01%
25,850
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899
$222K 0.01%
1,679
+1
900
$222K 0.01%
3,988
-1,012
34 35
36
37 38