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
2376
$4K ﹤0.01%
100
2377
$4K ﹤0.01%
36
-28
2378
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300
2379
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108
-6,814
2380
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+13
2381
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219
2382
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1,000
2383
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300
2384
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120
-400
2385
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532
2386
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99
-3,762
2387
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200
-100
2388
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84
-486
2389
$3K ﹤0.01%
83
-25
2390
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427
-170
2391
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118
2392
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80
-51
2393
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34
-21
2394
$3K ﹤0.01%
19
2395
$3K ﹤0.01%
100
2396
$3K ﹤0.01%
125
-200
2397
$3K ﹤0.01%
100
-2,410
2398
$3K ﹤0.01%
400
2399
$3K ﹤0.01%
254
2400
$3K ﹤0.01%
166
94 95
96
97 98