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
2976
– –
-36
2977
– –
-300
2978
– –
-500
2979
– –
-40
2980
– –
-2,850
2981
– –
-4,500
2982
– –
-49
2983
– –
-300
2984
– –
-4,800
2985
– –
-800
2986
– –
-23,945
2987
– –
-55
2988
– –
-740
2989
– –
-330
2990
– –
-106
2991
– –
-33,685
2992
– –
-124
2993
– –
-133
2994
– –
-82
2995
– –
-11,600
2996
– –
-2,000
2997
– –
-500
2998
– –
-25
2999
– –
-36
3000
– –
-29,449
118 119
120
121 122