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
1076
$135K ﹤0.01%
221
-158
1077
$135K ﹤0.01%
19,525
-25,124
1078
$135K ﹤0.01%
2,098
-29
1079
$135K ﹤0.01%
2,026
-1,856
1080
$134K ﹤0.01%
1,201
-9
1081
$134K ﹤0.01%
6,348
-1,511
1082
$133K ﹤0.01%
3,650
+1,540
1083
$133K ﹤0.01%
3,600
-9,693
1084
$133K ﹤0.01%
7,837
1085
$133K ﹤0.01%
4,793
+518
1086
$133K ﹤0.01%
1,536
-1,630
1087
$131K ﹤0.01%
549
-81
1088
$131K ﹤0.01%
4,463
-10,394
1089
$130K ﹤0.01%
1,700
-23
1090
$130K ﹤0.01%
1,699
-915
1091
$130K ﹤0.01%
1,225
1092
$130K ﹤0.01%
2,283
-489
1093
$130K ﹤0.01%
2,168
-69,134
1094
$129K ﹤0.01%
+4,679
1095
$129K ﹤0.01%
469
1096
$128K ﹤0.01%
948
1097
$128K ﹤0.01%
230
-214
1098
$127K ﹤0.01%
1,520
1099
$126K ﹤0.01%
2,172
+1
1100
$126K ﹤0.01%
4,744
-64,027
42 43
44
45 46