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
1501
$47K ﹤0.01%
4,111
+3
1502
$47K ﹤0.01%
177
+32
1503
$47K ﹤0.01%
1,000
1504
$47K ﹤0.01%
468
1505
$47K ﹤0.01%
258
1506
$47K ﹤0.01%
836
-5,166
1507
$47K ﹤0.01%
146
-4
1508
$47K ﹤0.01%
402
1509
$46K ﹤0.01%
2,786
-722
1510
$46K ﹤0.01%
1,111
+821
1511
$46K ﹤0.01%
2,375
-7,635
1512
$46K ﹤0.01%
1,719
+22
1513
$46K ﹤0.01%
4,037
+17
1514
$46K ﹤0.01%
895
-30
1515
$46K ﹤0.01%
585
-4,440
1516
$45K ﹤0.01%
1,209
+16
1517
$45K ﹤0.01%
500
-1,318
1518
$45K ﹤0.01%
750
+147
1519
$45K ﹤0.01%
+369
1520
$45K ﹤0.01%
750
1521
$45K ﹤0.01%
536
1522
$45K ﹤0.01%
+911
1523
$44K ﹤0.01%
+1,252
1524
$44K ﹤0.01%
355
-711
1525
$44K ﹤0.01%
308
59 60
61
62 63