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
751
$316K 0.01%
6,972
-1,371
752
$315K 0.01%
1,301
-4,509
753
$314K 0.01%
6,561
-506
754
$314K 0.01%
3,640
-7,687
755
$314K 0.01%
9,441
+4,197
756
$313K 0.01%
3,091
-175
757
$313K 0.01%
5,870
-320
758
$313K 0.01%
4,851
-522
759
$312K 0.01%
11,000
760
$312K 0.01%
9,422
-1,656
761
$310K 0.01%
2,494
-3,245
762
$308K 0.01%
1,498
+903
763
$308K 0.01%
12,480
-500
764
$305K 0.01%
6,347
-8,070
765
$304K 0.01%
3,807
-3,861
766
$303K 0.01%
92,406
-14,419
767
$302K 0.01%
17,519
-204
768
$300K 0.01%
1,782
-365
769
$300K 0.01%
6,574
-322
770
$298K 0.01%
2,401
-1,097
771
$296K 0.01%
841
+333
772
$296K 0.01%
3,376
-2,284
773
$296K 0.01%
3,699
-291
774
$295K 0.01%
16,116
+2,858
775
$295K 0.01%
428
29 30
31
32 33