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
276
$2.16M 0.06%
4,283
-19
277
$2.13M 0.06%
38,346
+1,164
278
$2.1M 0.06%
21,279
-6,752
279
$2.09M 0.06%
19,938
+5,779
280
$2.09M 0.06%
154,136
-6,500
281
$2.09M 0.06%
34,285
-1,481
282
$2.07M 0.06%
19,337
-178
283
$2.06M 0.06%
22,519
-382
284
$2.03M 0.06%
33,393
-8,190
285
$2.02M 0.05%
21,438
+2,103
286
$2.01M 0.05%
17,734
+425
287
$2M 0.05%
25,655
-13,708
288
$1.99M 0.05%
8,518
-978
289
$1.99M 0.05%
44,730
+2
290
$1.97M 0.05%
10,454
-373
291
$1.96M 0.05%
107,520
+11,124
292
$1.94M 0.05%
74,404
+5,940
293
$1.93M 0.05%
14,283
-61,082
294
$1.93M 0.05%
50,328
-4,699
295
$1.93M 0.05%
881
-27
296
$1.93M 0.05%
39,490
-3,118
297
$1.91M 0.05%
33,399
-6,252
298
$1.91M 0.05%
31,372
+1,656
299
$1.9M 0.05%
28,448
-39,941
300
$1.9M 0.05%
9,946
-72,522
10 11
12
13 14