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
2451
$3K ﹤0.01%
142
-436
2452
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2453
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45
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2454
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2456
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2457
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2458
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98
-6,091
2459
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27
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220
-1,916
2461
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37
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2462
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2463
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15
-15
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50
2465
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64
2466
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2467
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2468
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100
2469
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100
2470
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42
+6
2471
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68
2472
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50
-932
2473
$2K ﹤0.01%
+2
2474
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38
2475
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25
-15
97 98
99
100 101