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
1351
$68K ﹤0.01%
560
1352
$67K ﹤0.01%
1,000
1353
$67K ﹤0.01%
4,080
1354
$67K ﹤0.01%
262
-3
1355
$67K ﹤0.01%
908
+9
1356
$67K ﹤0.01%
1,120
1357
$67K ﹤0.01%
537
-500
1358
$67K ﹤0.01%
446
-116
1359
$67K ﹤0.01%
940
+6
1360
$66K ﹤0.01%
3,404
-1,000
1361
$66K ﹤0.01%
605
-4,967
1362
$66K ﹤0.01%
6,045
-3,383
1363
$66K ﹤0.01%
980
-173
1364
$66K ﹤0.01%
3,647
1365
$66K ﹤0.01%
2,951
-7,523
1366
$66K ﹤0.01%
1,431
-4
1367
$66K ﹤0.01%
2,065
1368
$65K ﹤0.01%
1,400
-325
1369
$65K ﹤0.01%
755
-245
1370
$65K ﹤0.01%
1,552
1371
$65K ﹤0.01%
3,800
-6,302
1372
$65K ﹤0.01%
4,270
+4
1373
$65K ﹤0.01%
4,812
1374
$65K ﹤0.01%
1,546
-1,837
1375
$65K ﹤0.01%
2,044
-800
53 54
55
56 57