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
301
$1.9M 0.05%
123,252
-1,550
302
$1.89M 0.05%
32,069
-4,669
303
$1.89M 0.05%
27,027
-3,480
304
$1.85M 0.05%
36,465
305
$1.85M 0.05%
93,359
-3,242
306
$1.84M 0.05%
46,043
-10,515
307
$1.83M 0.05%
19,919
+3,000
308
$1.82M 0.05%
37,614
+777
309
$1.82M 0.05%
6,326
-100
310
$1.81M 0.05%
95,698
+834
311
$1.8M 0.05%
69,177
-6,402
312
$1.78M 0.05%
34,034
+9,206
313
$1.77M 0.05%
7,179
-208
314
$1.77M 0.05%
37,080
-27,592
315
$1.76M 0.05%
7,175
-2,199
316
$1.75M 0.05%
5,631
-53
317
$1.74M 0.05%
7,588
-6,878
318
$1.74M 0.05%
12,391
-3,500
319
$1.71M 0.05%
28,733
320
$1.68M 0.05%
8,730
-1,026
321
$1.67M 0.05%
4
322
$1.65M 0.04%
70,766
-34,823
323
$1.65M 0.04%
15,333
-3,029
324
$1.64M 0.04%
3,995
-1,056
325
$1.62M 0.04%
32,249
-3,416
11 12
13
14 15