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
651
$429K 0.01%
16,355
-1,624
652
$427K 0.01%
26,178
+9,141
653
$427K 0.01%
11,317
-21,002
654
$426K 0.01%
3,146
-223
655
$425K 0.01%
8,535
-4,110
656
$425K 0.01%
13,477
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657
$425K 0.01%
4,164
-11,675
658
$424K 0.01%
4,057
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659
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11,495
660
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3,037
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661
$422K 0.01%
5,433
-13,503
662
$420K 0.01%
22,372
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663
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13,239
-24,290
664
$418K 0.01%
11,579
665
$418K 0.01%
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$418K 0.01%
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12,031
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669
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4,120
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670
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77,066
-64,880
671
$410K 0.01%
1,200
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672
$410K 0.01%
3,999
-3,333
673
$408K 0.01%
6,766
+4,673
674
$408K 0.01%
9,000
675
$407K 0.01%
4,089
-3,206
25 26
27
28 29