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
826
$264K 0.01%
574
-692
827
$264K 0.01%
1,936
-421
828
$263K 0.01%
2,600
-3,026
829
$262K 0.01%
8,469
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830
$262K 0.01%
+10,099
831
$262K 0.01%
+7,120
832
$261K 0.01%
45,182
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833
$261K 0.01%
1,954
-4,330
834
$261K 0.01%
5,184
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835
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3,231
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836
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517
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837
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7,587
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838
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323
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839
$259K 0.01%
3,198
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840
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14,910
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931
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845
$255K 0.01%
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846
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847
$254K 0.01%
7,472
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$254K 0.01%
15,786
849
$253K 0.01%
5,100
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850
$252K 0.01%
30,036
-5,261
32 33
34
35 36