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
2051
$12K ﹤0.01%
295
-2,209
2052
$12K ﹤0.01%
700
2053
$12K ﹤0.01%
400
-4,502
2054
$12K ﹤0.01%
500
2055
– –
0
2056
$12K ﹤0.01%
+1,000
2057
$12K ﹤0.01%
150
-20
2058
$12K ﹤0.01%
+100
2059
$12K ﹤0.01%
+430
2060
$12K ﹤0.01%
615
+8
2061
$12K ﹤0.01%
+2
2062
$12K ﹤0.01%
140
2063
$12K ﹤0.01%
300
-284
2064
$12K ﹤0.01%
73
+66
2065
$12K ﹤0.01%
333
2066
$11K ﹤0.01%
210
-241
2067
$11K ﹤0.01%
242
-66
2068
$11K ﹤0.01%
+710
2069
$11K ﹤0.01%
101
-1
2070
$11K ﹤0.01%
82
-42
2071
$11K ﹤0.01%
979
-2,393
2072
$11K ﹤0.01%
+500
2073
$11K ﹤0.01%
+500
2074
$11K ﹤0.01%
33
-9
2075
$11K ﹤0.01%
120
-1,103
81 82
83
84 85