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
1301
$77K ﹤0.01%
1,398
+140
1302
$77K ﹤0.01%
1,000
1303
$77K ﹤0.01%
5,052
-1,400
1304
$76K ﹤0.01%
6,359
-208,334
1305
$76K ﹤0.01%
+6,220
1306
$76K ﹤0.01%
1,366
-4,293
1307
$76K ﹤0.01%
8,000
1308
$75K ﹤0.01%
474
-4,175
1309
$75K ﹤0.01%
4,126
-5,513
1310
$75K ﹤0.01%
1,200
1311
$75K ﹤0.01%
2,682
1312
$75K ﹤0.01%
659
-183
1313
$75K ﹤0.01%
2,542
1314
$74K ﹤0.01%
1,410
1315
$74K ﹤0.01%
1,565
-6
1316
$74K ﹤0.01%
2,044
+11
1317
$74K ﹤0.01%
420
-30
1318
$74K ﹤0.01%
8,200
1319
$74K ﹤0.01%
636
-232
1320
$73K ﹤0.01%
+2,738
1321
$73K ﹤0.01%
545
+1
1322
$73K ﹤0.01%
447
-319
1323
$73K ﹤0.01%
1,200
+800
1324
$73K ﹤0.01%
14,540
+140
1325
$73K ﹤0.01%
1,500
+600
51 52
53
54 55