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
1476
$50K ﹤0.01%
272
-295
1477
$50K ﹤0.01%
11,860
1478
$50K ﹤0.01%
4,000
1479
$50K ﹤0.01%
800
-540
1480
$50K ﹤0.01%
7,320
+32
1481
$50K ﹤0.01%
1,920
+3
1482
$50K ﹤0.01%
900
1483
$50K ﹤0.01%
758
1484
$50K ﹤0.01%
1,988
-213
1485
$50K ﹤0.01%
1,353
-68
1486
$50K ﹤0.01%
724
-114
1487
$50K ﹤0.01%
12,782
1488
$50K ﹤0.01%
122
+48
1489
$49K ﹤0.01%
545
-874
1490
$49K ﹤0.01%
424
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1491
$49K ﹤0.01%
1,005
1492
$49K ﹤0.01%
822
1493
$49K ﹤0.01%
2,212
1494
$49K ﹤0.01%
312
1495
$48K ﹤0.01%
766
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1496
$48K ﹤0.01%
600
1497
$48K ﹤0.01%
1,679
+635
1498
$48K ﹤0.01%
675
-1,325
1499
$48K ﹤0.01%
386
+186
1500
$48K ﹤0.01%
2,100
58 59
60
61 62