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
26
$25.3M 0.68%
293,769
-40,408
27
$24.8M 0.67%
338,919
-7,870
28
$24.8M 0.67%
78,772
+1,937
29
$24.4M 0.66%
189,516
+6,791
30
$23.8M 0.65%
410,860
+27,854
31
$22.7M 0.61%
179,875
-9,012
32
$22.6M 0.61%
128,697
+426
33
$22.6M 0.61%
61,094
-229
34
$22M 0.6%
214,761
+4,538
35
$21.8M 0.59%
73,849
-2,432
36
$21.6M 0.59%
140,060
-39,694
37
$20.9M 0.57%
696,068
+186,440
38
$20.2M 0.55%
268,334
+17,928
39
$19.9M 0.54%
49,538
-3,451
40
$19.8M 0.53%
28,585
-180
41
$19.7M 0.53%
157,560
-24,640
42
$18.3M 0.49%
25,320
-364
43
$18.3M 0.49%
132,791
-5,902
44
$18M 0.49%
351,364
-17,840
45
$17.7M 0.48%
302,601
+2,172
46
$17.6M 0.48%
80,115
-9,581
47
$17.5M 0.47%
372,291
-29,988
48
$17.2M 0.47%
432,898
-78,928
49
$17.2M 0.47%
673,722
+418,691
50
$17M 0.46%
152,093
-9,980
1
2
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