SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 5.52%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.6M 0.34%
96,318
+1,237
77
$12.3M 0.33%
189,840
+5,330
78
$12.3M 0.33%
64,312
-470
79
$12.2M 0.33%
134,104
+131,782
80
$12.2M 0.33%
123,466
+5,813
81
$12.1M 0.33%
61,591
+58,821
82
$12M 0.32%
50,422
-7
83
$11.9M 0.32%
144,080
-34,220
84
$11.8M 0.32%
79,909
+2,936
85
$11.8M 0.32%
42,433
-85,238
86
$11.7M 0.32%
86,650
-10,468
87
$11.7M 0.32%
212,515
-110,736
88
$11.4M 0.31%
214,060
+71,537
89
$11.4M 0.31%
21,505
+151
90
$11.4M 0.31%
74,949
+1,239
91
$11.3M 0.31%
+497,349
92
$11.3M 0.31%
51,574
-7,694
93
$11.2M 0.3%
213,420
-258,400
94
$11.1M 0.3%
90,501
+84,438
95
$11M 0.3%
121,906
-280
96
$10.9M 0.29%
161,234
+2,219
97
$10.5M 0.28%
63,672
-24,076
98
$10.5M 0.28%
125,418
+121,407
99
$10.5M 0.28%
276,960
+265,395
100
$10.4M 0.28%
70,405
-7,763
2 3
4
5 6