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%
67
2327
$5K ﹤0.01%
2,194
2328
$5K ﹤0.01%
2,000
2329
$5K ﹤0.01%
112
-1
2330
$5K ﹤0.01%
70
-640
2331
$5K ﹤0.01%
16
-1,244
2332
$5K ﹤0.01%
100
2333
$5K ﹤0.01%
363
2334
$5K ﹤0.01%
59
-34
2335
$5K ﹤0.01%
105
2336
$5K ﹤0.01%
+300
2337
$4K ﹤0.01%
+135
2338
$4K ﹤0.01%
100
-285
2339
$4K ﹤0.01%
+8
2340
$4K ﹤0.01%
283
2341
$4K ﹤0.01%
+155
2342
$4K ﹤0.01%
1,500
2343
$4K ﹤0.01%
415
2344
$4K ﹤0.01%
42
-7,506
2345
$4K ﹤0.01%
400
2346
$4K ﹤0.01%
1,000
-5,000
2347
$4K ﹤0.01%
205
2348
$4K ﹤0.01%
500
-2,150
2349
$4K ﹤0.01%
1,137
2350
$4K ﹤0.01%
167
92 93
94
95 96