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
1326
$73K ﹤0.01%
5,188
1327
$72K ﹤0.01%
1,682
+259
1328
$72K ﹤0.01%
400
-21
1329
$72K ﹤0.01%
541
-246
1330
$71K ﹤0.01%
1,186
+125
1331
$71K ﹤0.01%
707
1332
$71K ﹤0.01%
1,588
-5,738
1333
$71K ﹤0.01%
800
1334
$71K ﹤0.01%
1,140
-1,798
1335
$71K ﹤0.01%
426
1336
$71K ﹤0.01%
1,703
1337
$71K ﹤0.01%
1,308
+662
1338
$71K ﹤0.01%
398
-71
1339
$70K ﹤0.01%
124
+15
1340
$70K ﹤0.01%
5,141
1341
$70K ﹤0.01%
1,106
+152
1342
$70K ﹤0.01%
2,160
1343
$69K ﹤0.01%
2,225
1344
$69K ﹤0.01%
526
+162
1345
$69K ﹤0.01%
4,000
1346
$69K ﹤0.01%
356
-100
1347
$68K ﹤0.01%
17,500
-6,800
1348
$68K ﹤0.01%
3,445
-1,966
1349
$68K ﹤0.01%
2,284
-9,273
1350
$68K ﹤0.01%
928
-2,463
52 53
54
55 56