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
1276
$81K ﹤0.01%
+4,700
1277
$81K ﹤0.01%
7,123
+4,902
1278
$81K ﹤0.01%
17,350
-20,489
1279
$81K ﹤0.01%
2,400
1280
$80K ﹤0.01%
3,068
+8
1281
$80K ﹤0.01%
5,473
-141
1282
$80K ﹤0.01%
1,222
+60
1283
$80K ﹤0.01%
4,652
-2,085
1284
$79K ﹤0.01%
1,655
-4,411
1285
$79K ﹤0.01%
1,236
+155
1286
$79K ﹤0.01%
2,384
+8
1287
$79K ﹤0.01%
3,049
1288
$79K ﹤0.01%
3,936
1289
$79K ﹤0.01%
979
-200
1290
$79K ﹤0.01%
6,050
1291
$79K ﹤0.01%
1,642
-160
1292
$79K ﹤0.01%
4,320
-2,885
1293
$78K ﹤0.01%
1,440
-880
1294
$78K ﹤0.01%
+4,000
1295
$78K ﹤0.01%
459
+22
1296
$78K ﹤0.01%
3,060
1297
$77K ﹤0.01%
757
+303
1298
$77K ﹤0.01%
1,365
-1,000
1299
$77K ﹤0.01%
1,538
-11,602
1300
$77K ﹤0.01%
4,692
-1,020
50 51
52
53 54