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
851
$252K 0.01%
12,483
-26
852
$250K 0.01%
8,944
+2,504
853
$249K 0.01%
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854
$249K 0.01%
4,395
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$247K 0.01%
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856
$246K 0.01%
6,367
-130
857
$244K 0.01%
5,233
-1,960
858
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6,733
859
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6,239
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7,503
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4,000
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$242K 0.01%
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863
$241K 0.01%
1,524
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864
$241K 0.01%
2,054
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865
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869
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$239K 0.01%
28,147
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$238K 0.01%
12,025
872
$237K 0.01%
4,965
+3,673
873
$237K 0.01%
1,407
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874
$236K 0.01%
2,880
-7,201
875
$235K 0.01%
15,564
-5
33 34
35
36 37