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
1251
$84K ﹤0.01%
+1,521
1252
$84K ﹤0.01%
13
1253
$84K ﹤0.01%
263
-83
1254
$84K ﹤0.01%
516
-76
1255
$83K ﹤0.01%
1,334
-27
1256
$83K ﹤0.01%
1,338
+6
1257
$83K ﹤0.01%
323
1258
$83K ﹤0.01%
5,740
-20,828
1259
$83K ﹤0.01%
724
1260
$83K ﹤0.01%
1,782
-1,120
1261
$83K ﹤0.01%
5,585
-672
1262
$83K ﹤0.01%
743
-12
1263
$82K ﹤0.01%
614
-68
1264
$82K ﹤0.01%
707
+19
1265
$82K ﹤0.01%
227
-412
1266
$82K ﹤0.01%
3,893
-2,861
1267
$82K ﹤0.01%
1,214
+147
1268
$82K ﹤0.01%
23,000
1269
$82K ﹤0.01%
4,989
1270
$82K ﹤0.01%
1,320
1271
$81K ﹤0.01%
6,322
-2,867
1272
$81K ﹤0.01%
868
-391
1273
$81K ﹤0.01%
57,500
-100
1274
$81K ﹤0.01%
737
-224
1275
$81K ﹤0.01%
+2,511
49 50
51
52 53