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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
2276
$6K ﹤0.01%
100
-100
2277
$6K ﹤0.01%
177
2278
$6K ﹤0.01%
1,612
2279
$6K ﹤0.01%
650
2280
$6K ﹤0.01%
330
2281
$6K ﹤0.01%
137
+7
2282
$6K ﹤0.01%
210
-40
2283
$6K ﹤0.01%
216
2284
$6K ﹤0.01%
100
2285
$6K ﹤0.01%
106
2286
$6K ﹤0.01%
30
2287
$6K ﹤0.01%
220
-20,574
2288
$6K ﹤0.01%
+202
2289
$6K ﹤0.01%
67
-2
2290
$5K ﹤0.01%
30
-1,364
2291
$5K ﹤0.01%
700
-500
2292
$5K ﹤0.01%
100
2293
$5K ﹤0.01%
500
-500
2294
$5K ﹤0.01%
160
-18,678
2295
$5K ﹤0.01%
8
-6
2296
$5K ﹤0.01%
500
2297
$5K ﹤0.01%
239
-1,451
2298
$5K ﹤0.01%
101
2299
$5K ﹤0.01%
250
2300
$5K ﹤0.01%
100
90 91
92
93 94