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
2526
$1K ﹤0.01%
36
2527
$1K ﹤0.01%
77
2528
$1K ﹤0.01%
49
2529
$1K ﹤0.01%
+38
2530
$1K ﹤0.01%
50
-1,300
2531
$1K ﹤0.01%
+52
2532
$1K ﹤0.01%
129
-31,800
2533
$1K ﹤0.01%
50
-500
2534
$1K ﹤0.01%
200
2535
$1K ﹤0.01%
74
-36
2536
$1K ﹤0.01%
100
2537
$1K ﹤0.01%
8
2538
$1K ﹤0.01%
23
2539
$1K ﹤0.01%
+70
2540
$1K ﹤0.01%
3
2541
$1K ﹤0.01%
100
2542
$1K ﹤0.01%
39
-171
2543
$1K ﹤0.01%
20
-14,691
2544
$1K ﹤0.01%
20
-321
2545
$1K ﹤0.01%
+85
2546
$1K ﹤0.01%
+81
2547
$1K ﹤0.01%
+60
2548
$1K ﹤0.01%
+100
2549
$1K ﹤0.01%
75
2550
$1K ﹤0.01%
40
100 101
102
103 104