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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
2301
$5K ﹤0.01%
154
-29,736
2302
$5K ﹤0.01%
100
-380
2303
$5K ﹤0.01%
138
-42
2304
$5K ﹤0.01%
148
2305
$5K ﹤0.01%
42
2306
$5K ﹤0.01%
100
2307
$5K ﹤0.01%
100
2308
$5K ﹤0.01%
16
-1,244
2309
$5K ﹤0.01%
30
2310
$5K ﹤0.01%
+168
2311
$5K ﹤0.01%
47
2312
$5K ﹤0.01%
16
2313
$5K ﹤0.01%
130
-55
2314
$5K ﹤0.01%
230
2315
$5K ﹤0.01%
491
-309
2316
$5K ﹤0.01%
+300
2317
$5K ﹤0.01%
100
2318
$5K ﹤0.01%
500
2319
$5K ﹤0.01%
64
+16
2320
$5K ﹤0.01%
67
2321
$5K ﹤0.01%
2,194
2322
$5K ﹤0.01%
2,000
2323
$5K ﹤0.01%
363
2324
$5K ﹤0.01%
59
-34
2325
$5K ﹤0.01%
105
91 92
93
94 95