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
376
$1.21M 0.03%
13,852
+8,159
377
$1.19M 0.03%
10,806
-1,979
378
$1.19M 0.03%
37,450
-1,177
379
$1.19M 0.03%
20,622
+7,418
380
$1.19M 0.03%
5,784
-4,258
381
$1.18M 0.03%
19,503
+1,727
382
$1.18M 0.03%
12,368
+1,488
383
$1.17M 0.03%
17,970
+3,500
384
$1.17M 0.03%
19,251
-23,455
385
$1.16M 0.03%
10,115
-5,479
386
$1.16M 0.03%
23,117
-9,197
387
$1.15M 0.03%
6,121
-502
388
$1.15M 0.03%
6,234
-1,049
389
$1.14M 0.03%
5,968
-2,357
390
$1.14M 0.03%
21,862
-500
391
$1.14M 0.03%
22,638
+18,756
392
$1.14M 0.03%
41,919
+564
393
$1.14M 0.03%
50,118
-3,492
394
$1.13M 0.03%
55,556
+4
395
$1.12M 0.03%
16,752
-10,095
396
$1.12M 0.03%
44,361
-178,719
397
$1.11M 0.03%
6,889
-8,186
398
$1.11M 0.03%
36,131
-1,500
399
$1.11M 0.03%
30,464
-2,389
400
$1.11M 0.03%
20,672
-276
14 15
16
17 18