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
801
$280K 0.01%
3,734
-1,044
802
$280K 0.01%
3,834
803
$279K 0.01%
2,894
-353
804
$278K 0.01%
828
805
$276K 0.01%
11,924
-1,829
806
$276K 0.01%
2,746
+1
807
$275K 0.01%
12,959
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808
$275K 0.01%
7,567
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809
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810
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1,366
-3,362
811
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4,035
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812
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13,897
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813
$273K 0.01%
8,241
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3,355
-28
815
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817
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10,465
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818
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820
$268K 0.01%
7,260
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821
$266K 0.01%
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$266K 0.01%
6,326
+4,496
823
$265K 0.01%
+9,300
824
$265K 0.01%
2,615
+387
825
$265K 0.01%
27,135
-15,065
31 32
33
34 35