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
1926
$17K ﹤0.01%
29
-5
1927
$17K ﹤0.01%
200
-389
1928
$17K ﹤0.01%
+1,000
1929
$17K ﹤0.01%
168
-30
1930
$17K ﹤0.01%
25
+15
1931
$17K ﹤0.01%
707
-20
1932
$17K ﹤0.01%
800
1933
$17K ﹤0.01%
233
+120
1934
$17K ﹤0.01%
190
-35
1935
$17K ﹤0.01%
300
1936
$17K ﹤0.01%
49
-158
1937
$17K ﹤0.01%
126
-28
1938
$17K ﹤0.01%
916
-1,304
1939
$17K ﹤0.01%
100
1940
$17K ﹤0.01%
1,248
-650
1941
$17K ﹤0.01%
3,720
+60
1942
$17K ﹤0.01%
169
1943
$17K ﹤0.01%
1,425
-1,000
1944
$17K ﹤0.01%
200
+180
1945
$17K ﹤0.01%
250
+62
1946
$17K ﹤0.01%
+600
1947
$17K ﹤0.01%
148
+12
1948
– –
0
1949
$17K ﹤0.01%
151
+98
1950
$17K ﹤0.01%
397
+72
76 77
78
79 80