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
1501
$47K ﹤0.01%
4,111
+3
1502
$47K ﹤0.01%
177
+32
1503
$47K ﹤0.01%
1,000
1504
$47K ﹤0.01%
468
1505
$47K ﹤0.01%
258
1506
$47K ﹤0.01%
836
-5,166
1507
$47K ﹤0.01%
146
-4
1508
$47K ﹤0.01%
402
1509
$46K ﹤0.01%
895
-30
1510
$46K ﹤0.01%
585
-4,440
1511
$46K ﹤0.01%
2,786
-722
1512
$46K ﹤0.01%
1,111
+821
1513
$46K ﹤0.01%
2,375
-7,635
1514
$46K ﹤0.01%
1,719
+22
1515
$46K ﹤0.01%
4,037
+17
1516
$45K ﹤0.01%
1,209
+16
1517
$45K ﹤0.01%
500
-1,318
1518
$45K ﹤0.01%
750
+147
1519
$45K ﹤0.01%
+369
1520
$45K ﹤0.01%
750
1521
$45K ﹤0.01%
536
1522
$45K ﹤0.01%
+911
1523
$44K ﹤0.01%
3,120
-1,440
1524
$44K ﹤0.01%
+1,252
1525
$44K ﹤0.01%
355
-711
59 60
61
62 63