SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 5.52%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.3M 0.28%
+68,930
102
$10.1M 0.27%
68,467
+67,533
103
$10.1M 0.27%
+52,631
104
$10M 0.27%
68,650
+1,490
105
$9.99M 0.27%
193,007
+47,384
106
$9.87M 0.27%
282,228
+85,164
107
$9.8M 0.27%
17,601
+744
108
$9.73M 0.26%
76,618
+75,302
109
$9.67M 0.26%
55,775
+3,124
110
$9.5M 0.26%
83,383
+83,373
111
$9.47M 0.26%
104,564
-19,667
112
$9.33M 0.25%
126,744
-12,944
113
$9.29M 0.25%
37,358
+432
114
$9.23M 0.25%
42,283
+41,649
115
$8.93M 0.24%
108,704
-15,896
116
$8.61M 0.23%
31,529
-3,832
117
$8.6M 0.23%
35,201
+1,060
118
$8.44M 0.23%
61,610
-8,465
119
$8.27M 0.22%
96,199
+3,193
120
$8.18M 0.22%
54,484
-3,086
121
$8.14M 0.22%
28,398
+833
122
$8.1M 0.22%
36,344
-3,655
123
$7.84M 0.21%
142,908
+39,894
124
$7.76M 0.21%
67,309
+2,265
125
$7.73M 0.21%
68,723
-16,214
3 4
5
6 7