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%
300
-300
2202
$8K ﹤0.01%
635
2203
$8K ﹤0.01%
166
2204
$8K ﹤0.01%
364
-1
2205
$8K ﹤0.01%
106
2206
$8K ﹤0.01%
272
-573
2207
$8K ﹤0.01%
300
2208
$8K ﹤0.01%
100
2209
$7K ﹤0.01%
+261
2210
$7K ﹤0.01%
565
-710
2211
$7K ﹤0.01%
135
-14,665
2212
$7K ﹤0.01%
80
2213
$7K ﹤0.01%
+86
2214
$7K ﹤0.01%
175
-5
2215
$7K ﹤0.01%
1,214
-1,000
2216
$7K ﹤0.01%
850
+500
2217
$7K ﹤0.01%
322
-6,833
2218
$7K ﹤0.01%
35
2219
$7K ﹤0.01%
+125
2220
$7K ﹤0.01%
+133
2221
$7K ﹤0.01%
502
2222
$7K ﹤0.01%
480
2223
$7K ﹤0.01%
293
+6
2224
$7K ﹤0.01%
+225
2225
$7K ﹤0.01%
67
87 88
89
90 91