SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 5.52%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.73M 0.21%
21,800
-16,368
127
$7.62M 0.21%
140,787
+123,086
128
$7.49M 0.2%
133,664
-64,978
129
$7.43M 0.2%
12,464
-2,208
130
$7.4M 0.2%
+95,331
131
$7.33M 0.2%
187,298
-82,349
132
$7.08M 0.19%
18,002
+1,305
133
$6.98M 0.19%
81,341
+6,780
134
$6.94M 0.19%
64,333
-7,020
135
$6.83M 0.18%
112,783
+19,274
136
$6.59M 0.18%
226,385
+218,907
137
$6.56M 0.18%
17,326
-676
138
$6.53M 0.18%
52,631
+2,938
139
$6.39M 0.17%
27,776
-1,659
140
$6.33M 0.17%
76,687
+17,681
141
$6.29M 0.17%
113,830
-11,165
142
$6.25M 0.17%
42,210
-11,533
143
$6.2M 0.17%
46,060
-46,787
144
$6.06M 0.16%
33,943
-1,076
145
$6.05M 0.16%
32,285
-5,863
146
$6.02M 0.16%
229,244
-28,771
147
$5.94M 0.16%
208,758
+15,808
148
$5.89M 0.16%
50,258
+28
149
$5.88M 0.16%
+144,558
150
$5.88M 0.16%
+20,489
4 5
6
7 8