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
1051
$147K ﹤0.01%
1,798
-16
1052
$147K ﹤0.01%
7,913
-2,556
1053
$146K ﹤0.01%
16,521
+15,658
1054
$146K ﹤0.01%
1,786
+26
1055
$146K ﹤0.01%
2,098
1056
$146K ﹤0.01%
15,060
-4,500
1057
$145K ﹤0.01%
524
-477
1058
$145K ﹤0.01%
224
-59
1059
$145K ﹤0.01%
1,725
-2
1060
$144K ﹤0.01%
3,162
-178
1061
$144K ﹤0.01%
447
-42
1062
$144K ﹤0.01%
7,162
1063
$144K ﹤0.01%
8,800
1064
$144K ﹤0.01%
4,975
1065
$142K ﹤0.01%
1,980
1066
$142K ﹤0.01%
445
+87
1067
$141K ﹤0.01%
9,178
1068
$141K ﹤0.01%
486
-29
1069
$139K ﹤0.01%
8,276
+1,043
1070
$139K ﹤0.01%
3,070
1071
$139K ﹤0.01%
5,531
-1
1072
$138K ﹤0.01%
1,153
-289
1073
$136K ﹤0.01%
2,300
-63
1074
$136K ﹤0.01%
3,007
+2,507
1075
$136K ﹤0.01%
4,086
41 42
43
44 45