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
1426
$57K ﹤0.01%
1,484
-6
1427
$57K ﹤0.01%
900
1428
$56K ﹤0.01%
+999
1429
$56K ﹤0.01%
2,600
1430
$56K ﹤0.01%
4,454
1431
$56K ﹤0.01%
4,830
-16,164
1432
$56K ﹤0.01%
1,791
-4,997
1433
$56K ﹤0.01%
+35,000
1434
$56K ﹤0.01%
493
-14
1435
$56K ﹤0.01%
269
-114
1436
$55K ﹤0.01%
572
-180
1437
$55K ﹤0.01%
538
-903
1438
$55K ﹤0.01%
1,300
1439
$55K ﹤0.01%
1,582
-9,061
1440
$55K ﹤0.01%
1,374
-5,927
1441
$55K ﹤0.01%
21,378
-21,575
1442
$55K ﹤0.01%
3,357
+4
1443
$55K ﹤0.01%
81
+7
1444
$55K ﹤0.01%
244
-146
1445
$54K ﹤0.01%
2,928
1446
$54K ﹤0.01%
650
-50
1447
$54K ﹤0.01%
900
1448
$54K ﹤0.01%
1,737
-9,645
1449
$54K ﹤0.01%
3,546
1450
$54K ﹤0.01%
1,023
56 57
58
59 60