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
251
$2.49M 0.07%
44,560
-117,823
252
$2.47M 0.07%
32,029
+1,729
253
$2.47M 0.07%
+33,680
254
$2.46M 0.07%
+61,275
255
$2.46M 0.07%
+71,306
256
$2.46M 0.07%
54,880
+3,903
257
$2.45M 0.07%
110,421
-17,048
258
$2.44M 0.07%
29,247
-13,725
259
$2.43M 0.07%
18,584
-972
260
$2.39M 0.06%
40,457
+2,047
261
$2.38M 0.06%
+26,830
262
$2.38M 0.06%
24,185
-1,074
263
$2.37M 0.06%
4,834
-952
264
$2.37M 0.06%
19,103
-11,235
265
$2.36M 0.06%
59,185
-6,117
266
$2.35M 0.06%
+25,587
267
$2.34M 0.06%
23,771
+1,959
268
$2.33M 0.06%
7,819
-4,073
269
$2.31M 0.06%
77,266
+34,217
270
$2.31M 0.06%
12,025
-63,115
271
$2.29M 0.06%
30,700
-607
272
$2.24M 0.06%
25,402
+15,646
273
$2.22M 0.06%
18,715
-4,853
274
$2.2M 0.06%
9,030
-1,433
275
$2.18M 0.06%
21,966
-5,059
9 10
11
12 13