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
1201
$93K ﹤0.01%
1,297
-163
1202
$93K ﹤0.01%
743
-14
1203
$92K ﹤0.01%
7,609
-1
1204
$92K ﹤0.01%
2,137
-1,086
1205
$92K ﹤0.01%
1,930
-1,060
1206
$92K ﹤0.01%
3,764
-11,784
1207
$92K ﹤0.01%
10,480
1208
$91K ﹤0.01%
+2,411
1209
$91K ﹤0.01%
498
+404
1210
$90K ﹤0.01%
5,690
+2,506
1211
$90K ﹤0.01%
1,682
-118
1212
$90K ﹤0.01%
+1,324
1213
$90K ﹤0.01%
1,186
+594
1214
$90K ﹤0.01%
1,484
-13,019
1215
$90K ﹤0.01%
1,941
1216
$89K ﹤0.01%
2,002
-2,862
1217
$89K ﹤0.01%
1,625
1218
$89K ﹤0.01%
3,055
1219
$89K ﹤0.01%
1,800
1220
$89K ﹤0.01%
1,351
-438
1221
$88K ﹤0.01%
+20,998
1222
$88K ﹤0.01%
1,634
-3,635
1223
$88K ﹤0.01%
8,674
+106
1224
$88K ﹤0.01%
1,698
-1,000
1225
$88K ﹤0.01%
+2,099
47 48
49
50 51