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
401
$1.1M 0.03%
7,126
-202
402
$1.1M 0.03%
14,407
+2,368
403
$1.1M 0.03%
61,588
-5,275
404
$1.09M 0.03%
12,482
405
$1.09M 0.03%
15,704
-4,660
406
$1.09M 0.03%
13,393
+143
407
$1.08M 0.03%
53,126
+708
408
$1.08M 0.03%
21,176
+210
409
$1.07M 0.03%
11,667
+5,810
410
$1.05M 0.03%
9,630
+259
411
$1.04M 0.03%
8,179
+1,365
412
$1.04M 0.03%
7,031
-859
413
$1.04M 0.03%
33,230
-2,710
414
$1.03M 0.03%
16,365
+102
415
$1.03M 0.03%
42,710
+11,367
416
$1.03M 0.03%
8,748
+65
417
$1.03M 0.03%
7,124
-2,744
418
$1.03M 0.03%
15,281
-2,985
419
$1.02M 0.03%
71,267
-491
420
$1.02M 0.03%
25,197
-163
421
$1.01M 0.03%
3,458
-475
422
$1M 0.03%
6,129
-464
423
$999K 0.03%
43,492
-4,741
424
$996K 0.03%
15,518
+160
425
$996K 0.03%
63,435
+3,592
15 16
17
18 19