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
2876
– –
-2,800
2877
– –
-467
2878
– –
-152
2879
– –
-9
2880
– –
-23
2881
– –
-61
2882
– –
-487
2883
– –
-445
2884
– –
-800
2885
– –
-165
2886
– –
-274
2887
– –
-752
2888
– –
-3,838
2889
– –
-21
2890
– –
-12
2891
– –
-268
2892
– –
-62
2893
– –
-10
2894
– –
-616
2895
– –
-44
2896
– –
-12
2897
– –
-14,000
2898
– –
-23
2899
– –
-119
2900
– –
-12
114 115
116
117 118