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
1526
$44K ﹤0.01%
308
1527
$44K ﹤0.01%
254
1528
$44K ﹤0.01%
6,600
-100
1529
$44K ﹤0.01%
1,842
1530
$44K ﹤0.01%
1,000
+275
1531
$43K ﹤0.01%
2,815
-550
1532
$43K ﹤0.01%
2,496
-3,770
1533
$43K ﹤0.01%
477
-157
1534
$43K ﹤0.01%
5,631
+2,995
1535
$43K ﹤0.01%
1,700
-100
1536
$43K ﹤0.01%
226
-729
1537
$43K ﹤0.01%
775
-1,024
1538
$43K ﹤0.01%
2
1539
– –
-21
1540
$42K ﹤0.01%
700
1541
$42K ﹤0.01%
1,372
-308
1542
$42K ﹤0.01%
283
-66
1543
$42K ﹤0.01%
2,900
+100
1544
$42K ﹤0.01%
650
1545
$42K ﹤0.01%
+461
1546
$42K ﹤0.01%
289
1547
– –
0
1548
$42K ﹤0.01%
14
-14,926
1549
$42K ﹤0.01%
410
-61
1550
$42K ﹤0.01%
642
60 61
62
63 64