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
1451
$53K ﹤0.01%
4,279
+100
1452
$53K ﹤0.01%
213
1453
$53K ﹤0.01%
412
1454
$53K ﹤0.01%
1,264
-151
1455
$52K ﹤0.01%
1,500
-2,000
1456
$52K ﹤0.01%
468
-490
1457
$52K ﹤0.01%
5,163
-5,144
1458
$52K ﹤0.01%
1,132
-4,359
1459
$52K ﹤0.01%
2,616
-5,979
1460
$52K ﹤0.01%
2,024
+753
1461
$52K ﹤0.01%
425
+125
1462
$51K ﹤0.01%
335
1463
$51K ﹤0.01%
1,000
-396
1464
$51K ﹤0.01%
1,337
-19,210
1465
$51K ﹤0.01%
3,459
-441
1466
$51K ﹤0.01%
510
-1,283
1467
$51K ﹤0.01%
655
+385
1468
$51K ﹤0.01%
730
-213
1469
$51K ﹤0.01%
+359
1470
$51K ﹤0.01%
660
-855
1471
$51K ﹤0.01%
2,097
+1
1472
$51K ﹤0.01%
1,733
+983
1473
$51K ﹤0.01%
3,065
1474
$51K ﹤0.01%
2,310
-250
1475
$51K ﹤0.01%
3,650
57 58
59
60 61