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
2601
– –
-4,500
2602
– –
-300
2603
– –
-674
2604
– –
-500
2605
– –
-5,500
2606
– –
-3,976
2607
– –
-6,000
2608
– –
-1,399
2609
– –
-48,916
2610
– –
-837
2611
– –
-192
2612
– –
-45,881
2613
– –
-2,049
2614
– –
-850
2615
– –
-35
2616
– –
-4,246
2617
– –
-7,532
2618
– –
-291
2619
– –
-500
2620
– –
-2,000
2621
– –
-320
2622
– –
-143
2623
– –
-2,563
2624
– –
-21
2625
– –
-150
103 104
105
106 107