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
2551
$1K ﹤0.01%
+100
2552
$1K ﹤0.01%
75
2553
$1K ﹤0.01%
40
2554
$1K ﹤0.01%
+160
2555
– –
-120
2556
– –
-967
2557
– –
-2,000
2558
– –
-228
2559
– –
-58
2560
– –
-2,857
2561
– –
-11,345
2562
– –
-1,771
2563
– –
-1,777
2564
– –
-12
2565
– –
-18,293
2566
– –
-1,000
2567
– –
-14,552
2568
– –
-1,670
2569
– –
-100
2570
– –
-50
2571
– –
-170
2572
– –
-7,008
2573
– –
-5,000
2574
– –
-100
2575
– –
-650
101 102
103
104 105