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
51
$17M 0.46%
274,864
+11,224
52
$16.1M 0.44%
74,169
+1,491
53
$15.9M 0.43%
18,111
+90
54
$15.8M 0.43%
65,385
-5,215
55
$15.6M 0.42%
221,840
+3,847
56
$15.5M 0.42%
133,665
-11,158
57
$15M 0.41%
97,764
+74,517
58
$15M 0.4%
308,431
-775
59
$14.8M 0.4%
54,832
-2,614
60
$14.8M 0.4%
203,587
-72,356
61
$14.6M 0.39%
410,595
+410,480
62
$14.4M 0.39%
542,896
+45,832
63
$14.4M 0.39%
45,114
+153
64
$14.2M 0.38%
180,192
-3,423
65
$13.9M 0.38%
42,858
+98
66
$13.8M 0.37%
698,140
+2,313
67
$13.5M 0.37%
+173,081
68
$13.5M 0.37%
100,337
-754
69
$13.5M 0.36%
326,400
-43,290
70
$13.5M 0.36%
87,235
+1,568
71
$13.4M 0.36%
245,374
-1,783
72
$13.2M 0.36%
129,681
+566
73
$13M 0.35%
44,155
+32,122
74
$13M 0.35%
114,751
+3,310
75
$12.9M 0.35%
57,198
-4,173
1 2
3
4 5