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
601
$510K 0.01%
35,666
-23,561
602
$508K 0.01%
804
+293
603
$505K 0.01%
3,231
-190
604
$503K 0.01%
13,465
-120
605
$503K 0.01%
6,506
606
$500K 0.01%
8,157
607
$499K 0.01%
5,468
-3,412
608
$494K 0.01%
5,487
-332
609
$494K 0.01%
32,658
-6,225
610
$492K 0.01%
43,115
+33,098
611
$490K 0.01%
15,040
+1,960
612
$488K 0.01%
9,516
-2,249
613
$486K 0.01%
10,126
+402
614
$486K 0.01%
6,918
615
$484K 0.01%
10,703
-23,027
616
$483K 0.01%
7,966
+37
617
$479K 0.01%
1,658
-235
618
$478K 0.01%
46,889
-293
619
$478K 0.01%
14,525
+812
620
$476K 0.01%
47,737
-798
621
$475K 0.01%
750
-30
622
$475K 0.01%
28,339
+15,424
623
$472K 0.01%
3,214
+92
624
$472K 0.01%
7,119
-4,982
625
$469K 0.01%
6,654
-200
23 24
25
26 27