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
1026
$155K ﹤0.01%
15,690
-5,622
1027
$155K ﹤0.01%
4,991
+1,780
1028
$154K ﹤0.01%
1,405
+405
1029
$154K ﹤0.01%
8,325
-100
1030
$154K ﹤0.01%
2,708
+336
1031
$154K ﹤0.01%
1,067
-34
1032
$153K ﹤0.01%
441
-98
1033
$153K ﹤0.01%
1,285
-82
1034
$153K ﹤0.01%
3,271
-886
1035
$153K ﹤0.01%
1,500
1036
$152K ﹤0.01%
1,880
-24,151
1037
$152K ﹤0.01%
4,131
-503
1038
$151K ﹤0.01%
2,552
-2,656
1039
$151K ﹤0.01%
7,090
+3,704
1040
$150K ﹤0.01%
5,144
+4,744
1041
$149K ﹤0.01%
291
-44
1042
$149K ﹤0.01%
10,000
1043
$149K ﹤0.01%
2,227
+1
1044
$148K ﹤0.01%
10,000
1045
$148K ﹤0.01%
8,437
-325
1046
$148K ﹤0.01%
4,400
-1,980
1047
$148K ﹤0.01%
716
-39
1048
$148K ﹤0.01%
2,400
1049
$147K ﹤0.01%
10,766
1050
$147K ﹤0.01%
4,985
-17,328
40 41
42
43 44