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
2226
$7K ﹤0.01%
453
+8
2227
$7K ﹤0.01%
333
2228
$7K ﹤0.01%
57
-1
2229
$7K ﹤0.01%
43
-51
2230
$7K ﹤0.01%
+2,193
2231
$7K ﹤0.01%
+312
2232
$7K ﹤0.01%
41
-45
2233
$7K ﹤0.01%
490
2234
$7K ﹤0.01%
200
2235
$7K ﹤0.01%
220
2236
$7K ﹤0.01%
36
+10
2237
$7K ﹤0.01%
204
2238
$7K ﹤0.01%
60
-207
2239
$7K ﹤0.01%
46
-21
2240
$7K ﹤0.01%
900
2241
$7K ﹤0.01%
145
-6,511
2242
$7K ﹤0.01%
140
-31
2243
$7K ﹤0.01%
+500
2244
$7K ﹤0.01%
2,000
2245
$7K ﹤0.01%
+86
2246
$7K ﹤0.01%
140
2247
$7K ﹤0.01%
500
2248
$7K ﹤0.01%
251
2249
$7K ﹤0.01%
26
-3,179
2250
$7K ﹤0.01%
770
-21,700
88 89
90
91 92