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
2301
$5K ﹤0.01%
100
-380
2302
$5K ﹤0.01%
138
-42
2303
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148
2304
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42
2305
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100
2306
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30
-1,364
2307
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71
2308
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+519
2309
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181
-52
2310
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2311
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800
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2312
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100
2313
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30
2314
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+168
2315
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47
2316
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16
2317
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2318
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2319
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491
-309
2320
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700
-500
2321
$5K ﹤0.01%
100
2322
$5K ﹤0.01%
500
-500
2323
$5K ﹤0.01%
100
2324
$5K ﹤0.01%
500
2325
$5K ﹤0.01%
64
+16
91 92
93
94 95