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
2901
– –
-112
2902
– –
-12,869
2903
– –
0
2904
– –
-371
2905
– –
-500
2906
– –
-125
2907
– –
-2,418
2908
– –
-100
2909
– –
-1,340
2910
– –
-250
2911
– –
-703
2912
– –
-325
2913
– –
-156,001
2914
– –
-1,174
2915
– –
-3,000
2916
– –
-25,710
2917
– –
-1,420
2918
– –
-289,024
2919
– –
-6,500
2920
– –
-300
2921
– –
-863
2922
– –
-680
2923
– –
-59
2924
– –
-14
2925
– –
-667
115 116
117
118 119