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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
1951
$17K ﹤0.01%
49
-158
1952
$16K ﹤0.01%
4,600
1953
$16K ﹤0.01%
803
1954
$16K ﹤0.01%
501
-1
1955
$16K ﹤0.01%
436
-4
1956
$16K ﹤0.01%
155
-35
1957
$16K ﹤0.01%
400
1958
$16K ﹤0.01%
474
-93
1959
$16K ﹤0.01%
75
1960
$16K ﹤0.01%
592
-1,099
1961
$16K ﹤0.01%
184
-147
1962
$16K ﹤0.01%
100
-288
1963
$16K ﹤0.01%
753
-1,937
1964
$16K ﹤0.01%
+600
1965
$16K ﹤0.01%
73
-172
1966
$16K ﹤0.01%
+533
1967
$16K ﹤0.01%
400
1968
$16K ﹤0.01%
1,334
1969
$16K ﹤0.01%
168
-45
1970
$15K ﹤0.01%
+370
1971
$15K ﹤0.01%
561
-16
1972
$15K ﹤0.01%
1,300
-300
1973
$15K ﹤0.01%
125
-5,577
1974
$15K ﹤0.01%
23
+3
1975
$15K ﹤0.01%
1,820
-390
77 78
79
80 81