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
1001
$163K ﹤0.01%
6,300
1002
$163K ﹤0.01%
23,776
-5,172
1003
$162K ﹤0.01%
1,576
1004
$162K ﹤0.01%
5,850
-6,021
1005
$162K ﹤0.01%
10,555
+44
1006
$161K ﹤0.01%
21,417
+2,000
1007
$160K ﹤0.01%
4,151
+2,700
1008
$159K ﹤0.01%
8,300
-500
1009
$159K ﹤0.01%
1,114
-466
1010
$158K ﹤0.01%
3,827
+1,222
1011
$158K ﹤0.01%
3,690
-888
1012
$158K ﹤0.01%
7,314
-1,736
1013
$158K ﹤0.01%
2,877
+190
1014
$158K ﹤0.01%
1,128
-470
1015
$157K ﹤0.01%
2,646
-4,416
1016
$157K ﹤0.01%
2,350
-4,185
1017
$157K ﹤0.01%
3,009
-1
1018
$157K ﹤0.01%
2,700
-600
1019
$157K ﹤0.01%
13,894
+239
1020
$157K ﹤0.01%
1,083
-549
1021
$156K ﹤0.01%
2,996
+270
1022
$156K ﹤0.01%
+14,300
1023
$155K ﹤0.01%
2,565
-234
1024
$155K ﹤0.01%
10,725
+2,381
1025
$155K ﹤0.01%
5,142
+112
39 40
41
42 43