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
2101
$10K ﹤0.01%
34
-341
2102
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300
2103
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160
2104
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52
-51
2105
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500
-76,336
2106
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101
-44
2107
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2108
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-228
2109
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109
2110
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405
+21
2111
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168
-528
2112
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1,000
2113
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575
2114
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633
+6
2115
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243
-132
2116
$10K ﹤0.01%
1,000
-2,012
2117
$10K ﹤0.01%
617
-3,642
2118
$10K ﹤0.01%
+80
2119
$10K ﹤0.01%
352
2120
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200
2121
$10K ﹤0.01%
1,492
-615
2122
$10K ﹤0.01%
+140
2123
$10K ﹤0.01%
166
-4,893
2124
$10K ﹤0.01%
406
2125
$10K ﹤0.01%
500
83 84
85
86 87