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
901
$222K 0.01%
25,850
-3,675
902
$221K 0.01%
4,785
+4,401
903
$221K 0.01%
638
-501
904
$220K 0.01%
4,032
+14
905
$219K 0.01%
904
-871
906
$219K 0.01%
14,526
-2,857
907
$219K 0.01%
886
-87
908
$219K 0.01%
7,675
-470
909
$219K 0.01%
+4,500
910
$218K 0.01%
2,573
-7,520
911
$218K 0.01%
6,831
-40,780
912
$218K 0.01%
3,366
+1,056
913
$218K 0.01%
5,097
+486
914
$218K 0.01%
2,537
+1,133
915
$217K 0.01%
462
-43
916
$217K 0.01%
2,930
+1,448
917
$217K 0.01%
2,551
-3,824
918
$217K 0.01%
5,369
-5,768
919
$216K 0.01%
10,469
-667
920
$213K 0.01%
4,680
-700
921
$213K 0.01%
2,232
-7
922
$211K 0.01%
7,997
-1,833
923
$211K 0.01%
2,628
-135
924
$211K 0.01%
12,430
+30
925
$211K 0.01%
1,813
-1,113
35 36
37
38 39