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
1401
$60K ﹤0.01%
726
-138
1402
$60K ﹤0.01%
+702
1403
$60K ﹤0.01%
1,161
+1,000
1404
$60K ﹤0.01%
+1,080
1405
$59K ﹤0.01%
977
-522
1406
$59K ﹤0.01%
664
-53
1407
$59K ﹤0.01%
1,136
1408
$59K ﹤0.01%
1,656
-1,974
1409
$59K ﹤0.01%
4,337
-846
1410
$58K ﹤0.01%
923
-1,703
1411
$58K ﹤0.01%
235
-481
1412
$58K ﹤0.01%
556
-1,014
1413
$58K ﹤0.01%
402
-3,083
1414
$58K ﹤0.01%
1,186
+611
1415
$58K ﹤0.01%
1,300
+165
1416
$58K ﹤0.01%
1,384
1417
$58K ﹤0.01%
419
+5
1418
$57K ﹤0.01%
3,278
-685
1419
$57K ﹤0.01%
1,554
-7,532
1420
$57K ﹤0.01%
10,480
+9,300
1421
$57K ﹤0.01%
639
-3,355
1422
$57K ﹤0.01%
1,228
1423
$57K ﹤0.01%
758
-3,196
1424
$57K ﹤0.01%
1,133
-1,578
1425
$57K ﹤0.01%
3,500
55 56
57
58 59