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
1376
$64K ﹤0.01%
1,050
-1,260
1377
$64K ﹤0.01%
1,665
-867
1378
$64K ﹤0.01%
427
-138
1379
$64K ﹤0.01%
4,666
1380
$63K ﹤0.01%
828
1381
$63K ﹤0.01%
611
-80
1382
$63K ﹤0.01%
1,640
1383
$63K ﹤0.01%
717
-177
1384
$63K ﹤0.01%
242
-1,213
1385
$63K ﹤0.01%
+2,300
1386
$62K ﹤0.01%
1,478
1387
$62K ﹤0.01%
3,514
+8
1388
$62K ﹤0.01%
1,966
+313
1389
$62K ﹤0.01%
1,289
-133
1390
$61K ﹤0.01%
297
-37
1391
$61K ﹤0.01%
674
+368
1392
$61K ﹤0.01%
2,526
-1,178
1393
$61K ﹤0.01%
4,200
-722
1394
$61K ﹤0.01%
1,002
1395
$61K ﹤0.01%
1,117
-690
1396
$61K ﹤0.01%
702
-39
1397
$61K ﹤0.01%
527
-26
1398
$60K ﹤0.01%
2,645
-325
1399
$60K ﹤0.01%
652
+300
1400
$60K ﹤0.01%
2,268
-393
54 55
56
57 58