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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
2451
$3K ﹤0.01%
+2
2452
$2K ﹤0.01%
216
-106
2453
$2K ﹤0.01%
64
2454
$2K ﹤0.01%
42
2455
$2K ﹤0.01%
229
2456
$2K ﹤0.01%
187
2457
$2K ﹤0.01%
10
-17
2458
$2K ﹤0.01%
10
2459
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124
2460
$2K ﹤0.01%
98
-6,091
2461
$2K ﹤0.01%
27
-100
2462
$2K ﹤0.01%
220
-1,916
2463
$2K ﹤0.01%
37
-589
2464
$2K ﹤0.01%
200
2465
$2K ﹤0.01%
100
2466
$2K ﹤0.01%
100
2467
$2K ﹤0.01%
25
-15
2468
$2K ﹤0.01%
122
2469
$2K ﹤0.01%
353
-925
2470
$2K ﹤0.01%
123
2471
$2K ﹤0.01%
+20
2472
$2K ﹤0.01%
73
2473
$2K ﹤0.01%
200
-200
2474
$2K ﹤0.01%
83
-34
2475
– –
0
97 98
99
100 101