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
1651
$33K ﹤0.01%
+666
1652
$33K ﹤0.01%
698
+4
1653
$33K ﹤0.01%
531
1654
$33K ﹤0.01%
+100
1655
$32K ﹤0.01%
1,677
-340
1656
$32K ﹤0.01%
822
-43
1657
$32K ﹤0.01%
2,111
-1,157
1658
$32K ﹤0.01%
2,140
-1,586
1659
$32K ﹤0.01%
+360
1660
$32K ﹤0.01%
1,400
+250
1661
$32K ﹤0.01%
1,367
-390
1662
$32K ﹤0.01%
2,364
+164
1663
$32K ﹤0.01%
1,691
-537
1664
$32K ﹤0.01%
550
1665
$32K ﹤0.01%
700
+400
1666
$32K ﹤0.01%
2,300
1667
$32K ﹤0.01%
515
-283
1668
$32K ﹤0.01%
+615
1669
$32K ﹤0.01%
672
-437
1670
$32K ﹤0.01%
950
1671
$32K ﹤0.01%
454
-120
1672
– –
-8,301
1673
$31K ﹤0.01%
3,300
-3,500
1674
$31K ﹤0.01%
679
-47
1675
$31K ﹤0.01%
666
65 66
67
68 69