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
2551
$1K ﹤0.01%
+160
2552
$1K ﹤0.01%
43
-10
2553
$1K ﹤0.01%
15
2554
– –
0
2555
– –
-487
2556
– –
-445
2557
– –
-800
2558
– –
-268
2559
– –
-62
2560
– –
-10
2561
– –
-13,822
2562
– –
-474
2563
– –
-301
2564
– –
-1,981
2565
– –
-228
2566
– –
-58
2567
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-2,857
2568
– –
-11,345
2569
– –
-1,771
2570
– –
-1,777
2571
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-12
2572
– –
-18,293
2573
– –
-1,000
2574
– –
-14,552
2575
– –
-1,670
101 102
103
104 105