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
576
$559K 0.02%
20,977
+462
577
$556K 0.02%
5,823
+260
578
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5,019
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16,007
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582
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30,260
-11,573
583
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8,578
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584
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10,804
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585
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6,965
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586
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15,897
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14,649
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588
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25,955
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2,262
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594
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595
$523K 0.01%
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596
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2,896
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597
$519K 0.01%
778
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598
$518K 0.01%
3,010
-156
599
$515K 0.01%
6,792
+231
600
$510K 0.01%
5,638
-593
22 23
24
25 26