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%
268
2402
$3K ﹤0.01%
30
2403
$3K ﹤0.01%
+35
2404
$3K ﹤0.01%
216
-46
2405
$3K ﹤0.01%
16
2406
$3K ﹤0.01%
+44
2407
$3K ﹤0.01%
251
+1
2408
$3K ﹤0.01%
112
-1,400
2409
$3K ﹤0.01%
75
-1,201
2410
$3K ﹤0.01%
42
2411
$3K ﹤0.01%
60
-6,577
2412
$3K ﹤0.01%
120
-1,500
2413
$3K ﹤0.01%
15
2414
$3K ﹤0.01%
18
2415
$3K ﹤0.01%
155
2416
$3K ﹤0.01%
100
2417
$3K ﹤0.01%
51
2418
$3K ﹤0.01%
+322
2419
$3K ﹤0.01%
142
-5,504
2420
$3K ﹤0.01%
30
2421
$3K ﹤0.01%
380
2422
$3K ﹤0.01%
63
2423
$3K ﹤0.01%
+22
2424
$3K ﹤0.01%
125
-1,739
2425
$3K ﹤0.01%
102
-4,156
95 96
97
98 99