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
2701
– –
-4,000
2702
– –
-150
2703
– –
-90
2704
– –
-3,150
2705
– –
-198
2706
– –
-3,591
2707
– –
-6,367
2708
– –
-6,068
2709
– –
-4,514
2710
– –
-51
2711
– –
-108
2712
– –
-176
2713
– –
-220
2714
– –
-1,500
2715
– –
-25
2716
– –
-35
2717
– –
-100
2718
– –
-231
2719
– –
-924
2720
– –
-176
2721
– –
-5,900
2722
– –
-5,793
2723
– –
-1,000
2724
– –
-36
2725
– –
-1,000
107 108
109
110 111