SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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
+$14.6M
2
+$13.5M
3
+$12M
4
JLL icon
Jones Lang LaSalle
JLL
+$11.5M
5
ABNB icon
Airbnb
ABNB
+$11.4M

Top Sells

1
+$58.7M
2
+$44.8M
3
+$23.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$23.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.8M

Sector Composition

1 Technology 12.96%
2 Consumer Discretionary 8.61%
3 Financials 7.42%
4 Communication Services 5.52%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.02M 0.08%
53,846
-8,931
227
$3.02M 0.08%
110,719
-14,913
228
$2.95M 0.08%
7,502
+48
229
$2.9M 0.08%
7,636
-3,491
230
$2.84M 0.08%
23,207
+186
231
$2.83M 0.08%
13,613
-2,894
232
$2.81M 0.08%
16,895
-3,554
233
$2.78M 0.08%
46,427
-12,488
234
$2.77M 0.07%
53,680
+5,417
235
$2.72M 0.07%
62,387
+7,510
236
$2.71M 0.07%
44,514
-1,679
237
$2.71M 0.07%
53,671
+8,204
238
$2.7M 0.07%
11,970
-345
239
$2.69M 0.07%
31,285
-1,181
240
$2.65M 0.07%
44,046
-29,016
241
$2.64M 0.07%
94,699
-15,185
242
$2.61M 0.07%
80,493
-7,079
243
$2.6M 0.07%
18,028
-18,043
244
$2.6M 0.07%
13,886
-72,398
245
$2.6M 0.07%
7,530
+667
246
$2.6M 0.07%
36,762
-1,006
247
$2.58M 0.07%
205,749
+1,907
248
$2.57M 0.07%
119,394
+4,473
249
$2.51M 0.07%
44,086
+8,003
250
$2.49M 0.07%
24,463
-32,533
8 9
10
11 12