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
2801
– –
-350
2802
– –
-24,259
2803
– –
-145
2804
– –
-19
2805
– –
-113
2806
– –
-1,650
2807
– –
-1,571
2808
– –
-32
2809
– –
-103
2810
– –
-7,890
2811
– –
-13,845
2812
– –
-85
2813
– –
-833
2814
– –
-893
2815
– –
-95
2816
– –
-132
2817
– –
-1,440
2818
– –
-265
2819
– –
-2
2820
– –
-41
2821
– –
-5,164
2822
– –
-402
2823
– –
-602
2824
– –
-90
2825
– –
-22,264
111 112
113
114 115