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
1126
$119K ﹤0.01%
4,205
+3
1127
$119K ﹤0.01%
1,776
-690
1128
$119K ﹤0.01%
3,817
+7
1129
$119K ﹤0.01%
3,284
-512
1130
$119K ﹤0.01%
3,478
-1,388
1131
$119K ﹤0.01%
1,658
-5,253
1132
$118K ﹤0.01%
+1,972
1133
$118K ﹤0.01%
2,997
+1,668
1134
$118K ﹤0.01%
871
-1,001
1135
$117K ﹤0.01%
2,919
-2,961
1136
$116K ﹤0.01%
1,691
+263
1137
$116K ﹤0.01%
1,303
-173
1138
$116K ﹤0.01%
2,618
-178
1139
$115K ﹤0.01%
2,600
+400
1140
$114K ﹤0.01%
4,748
-147
1141
$114K ﹤0.01%
5,000
+3,100
1142
$114K ﹤0.01%
6,912
1143
$114K ﹤0.01%
9,536
1144
$114K ﹤0.01%
1,370
-380
1145
$114K ﹤0.01%
918
-381
1146
$114K ﹤0.01%
2,990
1147
$113K ﹤0.01%
4,433
1148
$113K ﹤0.01%
8,475
+3,148
1149
$113K ﹤0.01%
5,837
+360
1150
$112K ﹤0.01%
25
-13
44 45
46
47 48