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
1176
$101K ﹤0.01%
5,000
-21,540
1177
$101K ﹤0.01%
7,110
-61,482
1178
$100K ﹤0.01%
486
+207
1179
$100K ﹤0.01%
1,020
-271
1180
$100K ﹤0.01%
9,569
+5,117
1181
$99K ﹤0.01%
2,992
-1,984
1182
$99K ﹤0.01%
6,817
+24
1183
$99K ﹤0.01%
5,620
+380
1184
$99K ﹤0.01%
814
-91
1185
$99K ﹤0.01%
9,276
+1,177
1186
$98K ﹤0.01%
559
-4,412
1187
$98K ﹤0.01%
1,755
-1,088
1188
$97K ﹤0.01%
930
+813
1189
$97K ﹤0.01%
7,725
+4,400
1190
$96K ﹤0.01%
15,101
+14,788
1191
$96K ﹤0.01%
3,489
-54,534
1192
$96K ﹤0.01%
2,237
1193
$96K ﹤0.01%
9,500
+7,880
1194
$96K ﹤0.01%
+1,582
1195
$95K ﹤0.01%
1,160
+261
1196
$94K ﹤0.01%
7,000
1197
$94K ﹤0.01%
7,723
+4
1198
$93K ﹤0.01%
870
-220
1199
$93K ﹤0.01%
400
-7,049
1200
$93K ﹤0.01%
378
-54
46 47
48
49 50