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
1901
$18K ﹤0.01%
126
-1,907
1902
$18K ﹤0.01%
211
-2
1903
$18K ﹤0.01%
1,132
1904
$18K ﹤0.01%
732
+5
1905
$18K ﹤0.01%
458
1906
$18K ﹤0.01%
667
+424
1907
$18K ﹤0.01%
510
-734
1908
$18K ﹤0.01%
1,966
1909
$18K ﹤0.01%
+680
1910
$18K ﹤0.01%
800
1911
$18K ﹤0.01%
600
1912
$18K ﹤0.01%
1,200
1913
$18K ﹤0.01%
57
1914
$18K ﹤0.01%
517
-643
1915
$18K ﹤0.01%
500
1916
$18K ﹤0.01%
604
-498
1917
$18K ﹤0.01%
568
+4
1918
$18K ﹤0.01%
156
-2
1919
$18K ﹤0.01%
306
+101
1920
$18K ﹤0.01%
2,000
1921
$18K ﹤0.01%
700
-105,201
1922
$18K ﹤0.01%
50
1923
$18K ﹤0.01%
+1,150
1924
$18K ﹤0.01%
734
-15,780
1925
$17K ﹤0.01%
774
-1,207
75 76
77
78 79