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
926
$210K 0.01%
+8,050
927
$209K 0.01%
1,274
-1,960
928
$208K 0.01%
856
-243
929
$208K 0.01%
958
-295
930
$208K 0.01%
2,736
-9,654
931
$207K 0.01%
18,219
-1,376
932
$207K 0.01%
4,803
-1,867
933
$205K 0.01%
6,730
934
$205K 0.01%
1,624
-717
935
$205K 0.01%
1,906
-123
936
$204K 0.01%
2,240
-7,200
937
$204K 0.01%
918
-400
938
$203K 0.01%
8,600
+500
939
$202K 0.01%
24,000
+7,494
940
$202K 0.01%
9,593
-1
941
$201K 0.01%
2,236
+100
942
$199K 0.01%
14,174
+1
943
$199K 0.01%
1,520
+108
944
$199K 0.01%
5,113
-1,051
945
$198K 0.01%
4,037
-1,392
946
$197K 0.01%
11,326
+3,055
947
$197K 0.01%
8,683
+2
948
$195K 0.01%
1,132
-7,988
949
$193K 0.01%
8,512
-992
950
$192K 0.01%
7,860
-14,660
36 37
38
39 40