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
1226
$88K ﹤0.01%
1,451
+256
1227
$88K ﹤0.01%
2,730
1228
$88K ﹤0.01%
5,602
+49
1229
$88K ﹤0.01%
9,925
-22,525
1230
$87K ﹤0.01%
948
-109
1231
$87K ﹤0.01%
1,524
-96
1232
$87K ﹤0.01%
3,226
1233
$87K ﹤0.01%
1,150
+1,000
1234
$87K ﹤0.01%
636
-1,463
1235
$86K ﹤0.01%
1,701
-10,178
1236
$86K ﹤0.01%
3,498
-17,270
1237
$86K ﹤0.01%
1,106
-741
1238
$86K ﹤0.01%
795
-155
1239
$86K ﹤0.01%
6,107
1240
$86K ﹤0.01%
511
-230
1241
$86K ﹤0.01%
2,891
1242
$85K ﹤0.01%
1,600
-14
1243
$85K ﹤0.01%
1,400
1244
$85K ﹤0.01%
538
-202
1245
$85K ﹤0.01%
22
-3
1246
$85K ﹤0.01%
2,756
-42
1247
$85K ﹤0.01%
1,954
-75
1248
$84K ﹤0.01%
+1,618
1249
$84K ﹤0.01%
1,138
1250
$84K ﹤0.01%
5,460
48 49
50
51 52