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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
2401
$3K ﹤0.01%
120
-1,500
2402
$3K ﹤0.01%
15
2403
$3K ﹤0.01%
18
2404
$3K ﹤0.01%
+322
2405
$3K ﹤0.01%
142
-5,504
2406
$3K ﹤0.01%
380
2407
$3K ﹤0.01%
63
2408
$3K ﹤0.01%
+22
2409
$3K ﹤0.01%
125
-1,739
2410
$3K ﹤0.01%
102
-4,156
2411
$3K ﹤0.01%
36
2412
$3K ﹤0.01%
33
-271
2413
$3K ﹤0.01%
55
2414
$3K ﹤0.01%
13
-638
2415
$3K ﹤0.01%
34
-125
2416
$3K ﹤0.01%
4
-14
2417
$3K ﹤0.01%
3
-2
2418
$3K ﹤0.01%
200
2419
$3K ﹤0.01%
66
2420
$3K ﹤0.01%
10
+1
2421
$3K ﹤0.01%
182
2422
$3K ﹤0.01%
158
2423
$3K ﹤0.01%
37
-17
2424
$3K ﹤0.01%
77
2425
$3K ﹤0.01%
28
-14
95 96
97
98 99