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
726
$345K 0.01%
7,986
727
$341K 0.01%
2,147
-4,990
728
$340K 0.01%
5,602
+3,357
729
$338K 0.01%
24,080
+2,000
730
$335K 0.01%
48,000
+3,000
731
$334K 0.01%
4,761
-9,462
732
$333K 0.01%
3,236
-8,440
733
$333K 0.01%
326
+200
734
$332K 0.01%
18,010
735
$332K 0.01%
1,401
-2,594
736
$330K 0.01%
1,363
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737
$328K 0.01%
36,250
738
$326K 0.01%
6,539
-7,697
739
$326K 0.01%
3,393
+1,746
740
$326K 0.01%
+18,354
741
$326K 0.01%
2,035
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742
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743
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6,946
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744
$325K 0.01%
21,171
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745
$324K 0.01%
4,985
-48
746
$323K 0.01%
12,412
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747
$321K 0.01%
10,224
-209
748
$318K 0.01%
10,500
749
$317K 0.01%
2,234
-3,867
750
$316K 0.01%
4,200
+254
28 29
30
31 32