SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 5.53%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$920K 0.02%
3,713
+121
452
$915K 0.02%
19,115
+1,895
453
$905K 0.02%
15,268
+20
454
$904K 0.02%
15,260
-219
455
$901K 0.02%
3,021
-436
456
$901K 0.02%
3,109
-346
457
$899K 0.02%
29,548
+170
458
$893K 0.02%
3,995
-115
459
$884K 0.02%
8,671
+8,372
460
$881K 0.02%
33,426
-25,448
461
$869K 0.02%
12,288
-5,916
462
$865K 0.02%
13,367
+123
463
$863K 0.02%
18,110
+2,110
464
$863K 0.02%
15,150
-936
465
$862K 0.02%
9,850
+301
466
$854K 0.02%
7,540
-789
467
$852K 0.02%
7,374
-651
468
$851K 0.02%
80,069
-147,530
469
$849K 0.02%
68,917
-1,824
470
$847K 0.02%
31,020
-105,478
471
$844K 0.02%
8,768
-1,519
472
$839K 0.02%
10,462
-465
473
$838K 0.02%
24,162
+213
474
$838K 0.02%
9,791
+2
475
$837K 0.02%
84,028
-12,003
17 18
19
20 21