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
351
$1.37M 0.04%
10,605
+432
352
$1.37M 0.04%
25,792
+23,439
353
$1.36M 0.04%
26,544
-15,928
354
$1.35M 0.04%
38,308
-668
355
$1.34M 0.04%
18,001
-7,920
356
$1.34M 0.04%
14,513
-4,919
357
$1.33M 0.04%
24,194
-1,422
358
$1.32M 0.04%
3,645
-173
359
$1.32M 0.04%
53,876
+3,834
360
$1.31M 0.04%
54,197
-31,560
361
$1.29M 0.03%
50,574
-11,336
362
$1.28M 0.03%
42,456
+357
363
$1.28M 0.03%
24,015
-8,594
364
$1.27M 0.03%
24,169
+8,213
365
$1.27M 0.03%
14,562
-1,146
366
$1.27M 0.03%
12,757
-20,868
367
$1.25M 0.03%
8,117
-4,806
368
$1.24M 0.03%
10,637
-11,128
369
$1.24M 0.03%
3,412
-308
370
$1.24M 0.03%
41,283
+484
371
$1.24M 0.03%
60,007
+6,796
372
$1.23M 0.03%
23,718
+234
373
$1.23M 0.03%
11,721
-42,843
374
$1.23M 0.03%
3,947
-365
375
$1.21M 0.03%
15,000
-1,028
13 14
15
16 17