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
2176
$8K ﹤0.01%
75
-100
2177
$8K ﹤0.01%
346
-28
2178
$8K ﹤0.01%
90
+60
2179
$8K ﹤0.01%
273
-130
2180
$8K ﹤0.01%
+850
2181
$8K ﹤0.01%
+245
2182
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+400
2183
$8K ﹤0.01%
48
+4
2184
$8K ﹤0.01%
146
-59
2185
$8K ﹤0.01%
200
-2,634
2186
$8K ﹤0.01%
35
2187
$8K ﹤0.01%
200
2188
$8K ﹤0.01%
500
-43,518
2189
$8K ﹤0.01%
98
2190
$8K ﹤0.01%
100
2191
– –
0
2192
$8K ﹤0.01%
400
2193
$8K ﹤0.01%
191
+1
2194
$8K ﹤0.01%
136
-63
2195
$8K ﹤0.01%
170
-1,982
2196
$8K ﹤0.01%
502
2197
$8K ﹤0.01%
+228
2198
$8K ﹤0.01%
133
-1
2199
$8K ﹤0.01%
7
-2
2200
$8K ﹤0.01%
500
86 87
88
89 90