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
3051
– –
-1,822
3052
– –
-141
3053
– –
-1,508
3054
– –
-8,575
3055
– –
-200
3056
– –
-12
3057
– –
-66
3058
– –
-2,572
3059
– –
-142
3060
– –
-27,527
3061
– –
-51
3062
– –
-420
3063
– –
-31
3064
– –
-20
3065
– –
-1,011
3066
– –
-32
3067
– –
-60
3068
– –
-6,002
3069
– –
-2,000
3070
– –
-2,154
3071
– –
-17,700
3072
– –
-308
3073
– –
-22,568
3074
– –
-1,694
3075
– –
-190
121 122
123
124 125