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
2576
– –
-33
2577
– –
-47,000
2578
– –
-250
2579
– –
-300
2580
– –
-10
2581
– –
-726
2582
– –
-1,983
2583
– –
-2
2584
– –
-44,825
2585
– –
-602
2586
– –
-770
2587
– –
-27,900
2588
– –
-100
2589
– –
-10,125
2590
– –
-100
2591
– –
-1,000
2592
– –
-12
2593
– –
-719
2594
– –
-80
2595
– –
-3,565
2596
– –
-2,284
2597
– –
-1,000
2598
– –
-11,200
2599
– –
-45
2600
– –
-30
102 103
104
105 106