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
2501
$2K ﹤0.01%
100
2502
$2K ﹤0.01%
42
+6
2503
$2K ﹤0.01%
68
2504
$2K ﹤0.01%
50
-932
2505
$2K ﹤0.01%
+2
2506
$2K ﹤0.01%
38
2507
$2K ﹤0.01%
25
-15
2508
$2K ﹤0.01%
122
2509
$2K ﹤0.01%
353
-925
2510
$2K ﹤0.01%
187
2511
$2K ﹤0.01%
10
-17
2512
$2K ﹤0.01%
6
-29
2513
$2K ﹤0.01%
10
2514
$2K ﹤0.01%
25
2515
$2K ﹤0.01%
+100
2516
$1K ﹤0.01%
300
-5,275
2517
$1K ﹤0.01%
68
2518
$1K ﹤0.01%
33
-3
2519
$1K ﹤0.01%
25
-42
2520
$1K ﹤0.01%
35
2521
$1K ﹤0.01%
43
2522
$1K ﹤0.01%
167
-107
2523
$1K ﹤0.01%
80
2524
$1K ﹤0.01%
51
-1,101
2525
$1K ﹤0.01%
20
-1,312
99 100
101
102 103