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
1476
$50K ﹤0.01%
272
-295
1477
$50K ﹤0.01%
11,860
1478
$50K ﹤0.01%
4,000
1479
$50K ﹤0.01%
800
-540
1480
$50K ﹤0.01%
7,320
+32
1481
$50K ﹤0.01%
1,920
+3
1482
$50K ﹤0.01%
900
1483
$50K ﹤0.01%
758
1484
$50K ﹤0.01%
1,988
-213
1485
$50K ﹤0.01%
1,353
-68
1486
$50K ﹤0.01%
724
-114
1487
$50K ﹤0.01%
12,782
1488
$50K ﹤0.01%
122
+48
1489
$49K ﹤0.01%
545
-874
1490
$49K ﹤0.01%
424
-638
1491
$49K ﹤0.01%
1,005
1492
$49K ﹤0.01%
822
1493
$49K ﹤0.01%
2,212
1494
$49K ﹤0.01%
312
1495
$48K ﹤0.01%
766
-72,489
1496
$48K ﹤0.01%
600
1497
$48K ﹤0.01%
1,679
+635
1498
$48K ﹤0.01%
675
-1,325
1499
$48K ﹤0.01%
386
+186
1500
$48K ﹤0.01%
2,100
58 59
60
61 62