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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
2326
$5K ﹤0.01%
330
2327
$5K ﹤0.01%
200
2328
$5K ﹤0.01%
350
2329
$5K ﹤0.01%
100
2330
$5K ﹤0.01%
71
2331
$5K ﹤0.01%
112
-1
2332
$5K ﹤0.01%
70
-640
2333
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+519
2334
$5K ﹤0.01%
181
-52
2335
$5K ﹤0.01%
130
2336
$5K ﹤0.01%
800
-200
2337
$4K ﹤0.01%
+135
2338
$4K ﹤0.01%
415
2339
$4K ﹤0.01%
400
2340
$4K ﹤0.01%
1,000
-5,000
2341
$4K ﹤0.01%
205
2342
$4K ﹤0.01%
500
-2,150
2343
$4K ﹤0.01%
1,137
2344
$4K ﹤0.01%
167
2345
$4K ﹤0.01%
195
2346
$4K ﹤0.01%
+22
2347
$4K ﹤0.01%
84
-486
2348
$4K ﹤0.01%
101
2349
$4K ﹤0.01%
104
-508
2350
$4K ﹤0.01%
110
-60
92 93
94
95 96