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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
2201
$8K ﹤0.01%
133
-1
2202
$8K ﹤0.01%
7
-2
2203
$8K ﹤0.01%
500
2204
$8K ﹤0.01%
300
-300
2205
$8K ﹤0.01%
635
2206
$8K ﹤0.01%
166
2207
$8K ﹤0.01%
364
-1
2208
$8K ﹤0.01%
300
2209
$7K ﹤0.01%
850
+500
2210
$7K ﹤0.01%
900
2211
$7K ﹤0.01%
175
-5
2212
$7K ﹤0.01%
1,214
-1,000
2213
$7K ﹤0.01%
322
-6,833
2214
$7K ﹤0.01%
35
2215
$7K ﹤0.01%
+125
2216
$7K ﹤0.01%
+133
2217
$7K ﹤0.01%
502
2218
$7K ﹤0.01%
480
2219
$7K ﹤0.01%
293
+6
2220
$7K ﹤0.01%
453
+8
2221
$7K ﹤0.01%
333
2222
$7K ﹤0.01%
57
-1
2223
$7K ﹤0.01%
43
-51
2224
$7K ﹤0.01%
+2,193
2225
$7K ﹤0.01%
+312
87 88
89
90 91