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
1626
$36K ﹤0.01%
250
-47
1627
$36K ﹤0.01%
1,550
1628
$36K ﹤0.01%
977
-41
1629
$36K ﹤0.01%
628
-50
1630
$36K ﹤0.01%
421
-144
1631
$36K ﹤0.01%
1,025
1632
$35K ﹤0.01%
1,148
+268
1633
$35K ﹤0.01%
1,496
-7,661
1634
$35K ﹤0.01%
355
1635
$35K ﹤0.01%
758
1636
$35K ﹤0.01%
326
-469
1637
$35K ﹤0.01%
200
-128
1638
$35K ﹤0.01%
5,805
-4,164
1639
$35K ﹤0.01%
+292
1640
$35K ﹤0.01%
1,000
1641
$34K ﹤0.01%
710
+200
1642
$34K ﹤0.01%
283
1643
$34K ﹤0.01%
2,828
-48,083
1644
$34K ﹤0.01%
697
1645
$34K ﹤0.01%
2,209
-825
1646
$33K ﹤0.01%
+1,125
1647
$33K ﹤0.01%
11,140
-3,000
1648
$33K ﹤0.01%
407
-888
1649
– –
0
1650
$33K ﹤0.01%
+1,068
64 65
66
67 68