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
976
$175K ﹤0.01%
12,329
-7,000
977
$175K ﹤0.01%
3,945
-146
978
$174K ﹤0.01%
7,084
979
$173K ﹤0.01%
1,254
-65
980
$173K ﹤0.01%
116
-469
981
$173K ﹤0.01%
2,583
+7
982
$173K ﹤0.01%
1,764
-738
983
$173K ﹤0.01%
13,200
984
$173K ﹤0.01%
8,550
-734
985
$172K ﹤0.01%
12,331
986
$172K ﹤0.01%
16,845
+395
987
$171K ﹤0.01%
1,178
-1,479
988
$170K ﹤0.01%
4,670
989
$169K ﹤0.01%
2,020
-13
990
$167K ﹤0.01%
1,260
991
$167K ﹤0.01%
314
-362
992
$167K ﹤0.01%
2,640
993
$167K ﹤0.01%
961
-59,476
994
$166K ﹤0.01%
3,379
+2,729
995
$166K ﹤0.01%
12,332
-8,670
996
$165K ﹤0.01%
9,622
+811
997
$164K ﹤0.01%
11,600
+8,000
998
$164K ﹤0.01%
7,581
+264
999
$164K ﹤0.01%
1,900
1000
$163K ﹤0.01%
8,818
-21,681
38 39
40
41 42