SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 5.53%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
750
-10,000
2477
$2K ﹤0.01%
47
-11
2478
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130
2479
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62
-6,154
2480
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25
-110
2481
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3
-50
2482
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194
-132
2483
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57
-23,864
2484
$2K ﹤0.01%
257
-4,630
2485
$2K ﹤0.01%
10
2486
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41
2487
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30
-276
2488
$2K ﹤0.01%
200
2489
$2K ﹤0.01%
93
-1,824
2490
$2K ﹤0.01%
100
2491
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157
2492
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125
2493
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124
2494
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45
-230
2495
$2K ﹤0.01%
66
-98
2496
$2K ﹤0.01%
220
-1,916
2497
$2K ﹤0.01%
37
-589
2498
$2K ﹤0.01%
200
2499
$2K ﹤0.01%
15
-15
2500
$2K ﹤0.01%
229
98 99
100
101 102