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
1101
$126K ﹤0.01%
1,200
+1,145
1102
$125K ﹤0.01%
764
1103
$125K ﹤0.01%
1,808
-790
1104
$125K ﹤0.01%
12,496
+450
1105
$125K ﹤0.01%
3,050
1106
$125K ﹤0.01%
1,978
-233
1107
$125K ﹤0.01%
6,820
1108
$124K ﹤0.01%
1,437
-801
1109
$124K ﹤0.01%
11,350
-241
1110
$124K ﹤0.01%
4,118
+6
1111
$123K ﹤0.01%
8,000
+200
1112
$123K ﹤0.01%
1,228
1113
$123K ﹤0.01%
569
+100
1114
$121K ﹤0.01%
934
1115
$121K ﹤0.01%
6,650
1116
$121K ﹤0.01%
14,341
-447
1117
$121K ﹤0.01%
1,338
-394
1118
$120K ﹤0.01%
3,684
+46
1119
$120K ﹤0.01%
1,480
-374
1120
$120K ﹤0.01%
2,452
-855
1121
$120K ﹤0.01%
826
-39
1122
$120K ﹤0.01%
+3,023
1123
$120K ﹤0.01%
2,400
1124
$120K ﹤0.01%
3,564
+639
1125
$119K ﹤0.01%
1,717
-874
43 44
45
46 47