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
501
$736K 0.02%
13,595
-553
502
$736K 0.02%
3,699
-1,033
503
$735K 0.02%
19,727
+439
504
$727K 0.02%
4,700
-2,867
505
$727K 0.02%
11,481
-2,172
506
$727K 0.02%
+14,079
507
$726K 0.02%
9,613
+5,820
508
$721K 0.02%
16,249
-4,067
509
$721K 0.02%
8,315
-196
510
$720K 0.02%
7,490
+3,077
511
$718K 0.02%
14,778
+6,423
512
$718K 0.02%
3,626
+537
513
$714K 0.02%
26,772
+25,270
514
$709K 0.02%
38,889
-7,296
515
$706K 0.02%
22,596
-1,642
516
$705K 0.02%
23,553
+964
517
$703K 0.02%
4,239
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518
$697K 0.02%
4,215
-3,674
519
$697K 0.02%
10,688
520
$695K 0.02%
10,590
+1,958
521
$691K 0.02%
52,464
-392
522
$691K 0.02%
20,015
-4,889
523
$689K 0.02%
6,266
+4,270
524
$688K 0.02%
5,678
+751
525
$687K 0.02%
14,419
-2,018
19 20
21
22 23