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
1151
$111K ﹤0.01%
4,684
+17
1152
$111K ﹤0.01%
1,388
+2
1153
$110K ﹤0.01%
4,122
+3
1154
$110K ﹤0.01%
4,586
-894
1155
$109K ﹤0.01%
5,630
-5,757
1156
$108K ﹤0.01%
7,328
+5,728
1157
$108K ﹤0.01%
5,766
-2,188
1158
$108K ﹤0.01%
2,628
+1
1159
$107K ﹤0.01%
2,566
+296
1160
$106K ﹤0.01%
6,269
+1,117
1161
$106K ﹤0.01%
1,950
1162
$106K ﹤0.01%
7,743
1163
$106K ﹤0.01%
+1,158
1164
$106K ﹤0.01%
7,460
1165
$105K ﹤0.01%
27,127
-734
1166
$104K ﹤0.01%
2,996
+543
1167
$104K ﹤0.01%
290
-16
1168
$103K ﹤0.01%
6,782
-10,842
1169
$103K ﹤0.01%
860
1170
$103K ﹤0.01%
1,500
-108
1171
$103K ﹤0.01%
228
-439
1172
$102K ﹤0.01%
2,396
+950
1173
$102K ﹤0.01%
2,100
+1,600
1174
$101K ﹤0.01%
4,704
+1,058
1175
$101K ﹤0.01%
1,133
-180
45 46
47
48 49