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
326
$1.6M 0.04%
18,269
-870
327
$1.6M 0.04%
4,533
+1,834
328
$1.58M 0.04%
20,056
-758
329
$1.58M 0.04%
6,665
+609
330
$1.58M 0.04%
27,691
-2,396
331
$1.55M 0.04%
41,331
-2,810
332
$1.55M 0.04%
24,432
-11,896
333
$1.55M 0.04%
6,474
-357
334
$1.54M 0.04%
21,208
-24,109
335
$1.53M 0.04%
21,338
-13,755
336
$1.51M 0.04%
43,672
-9,162
337
$1.5M 0.04%
20,429
+1,002
338
$1.48M 0.04%
3,810
+2,400
339
$1.47M 0.04%
31,803
-8,988
340
$1.45M 0.04%
23,227
-9,050
341
$1.45M 0.04%
47,296
+4
342
$1.44M 0.04%
41,233
+2,876
343
$1.44M 0.04%
82,788
-8,250
344
$1.43M 0.04%
9,519
-1,523
345
$1.42M 0.04%
8,189
-396
346
$1.41M 0.04%
9,663
-698
347
$1.39M 0.04%
57,718
-55,880
348
$1.38M 0.04%
7,255
-888
349
$1.38M 0.04%
26,073
-1,064
350
$1.38M 0.04%
15,321
-1,114
12 13
14
15 16