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
951
$191K 0.01%
3,275
+775
952
$190K 0.01%
2,005
-461
953
$190K 0.01%
3,925
+1,142
954
$189K 0.01%
1,342
-511
955
$188K 0.01%
2,346
-356
956
$188K 0.01%
12,345
-4,350
957
$188K 0.01%
1,612
-315
958
$188K 0.01%
2,450
+270
959
$188K 0.01%
7,165
-1,019
960
$187K 0.01%
5,023
-54,326
961
$185K 0.01%
12,225
+6,000
962
$185K 0.01%
1,186
963
$185K 0.01%
1,573
-403
964
$184K 0.01%
3,955
-1,993
965
$184K 0.01%
11,297
-1,965
966
$183K 0.01%
6,191
+4,941
967
$183K 0.01%
6,742
+5,362
968
$182K ﹤0.01%
991
969
$182K ﹤0.01%
4,000
-235
970
$180K ﹤0.01%
2,902
-1,025
971
$176K ﹤0.01%
3,567
-179
972
$176K ﹤0.01%
6,708
-13,930
973
$176K ﹤0.01%
12,345
-95
974
$175K ﹤0.01%
836
-36
975
$175K ﹤0.01%
3,746
+72
37 38
39
40 41