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
1526
$44K ﹤0.01%
3,120
-1,440
1527
$44K ﹤0.01%
254
1528
$44K ﹤0.01%
6,600
-100
1529
$44K ﹤0.01%
1,842
1530
$44K ﹤0.01%
1,000
+275
1531
$43K ﹤0.01%
2,815
-550
1532
$43K ﹤0.01%
2,496
-3,770
1533
$43K ﹤0.01%
477
-157
1534
$43K ﹤0.01%
5,631
+2,995
1535
$43K ﹤0.01%
1,700
-100
1536
$43K ﹤0.01%
226
-729
1537
$43K ﹤0.01%
775
-1,024
1538
$43K ﹤0.01%
2
1539
$42K ﹤0.01%
1,372
-308
1540
$42K ﹤0.01%
283
-66
1541
$42K ﹤0.01%
2,900
+100
1542
$42K ﹤0.01%
650
1543
$42K ﹤0.01%
+461
1544
$42K ﹤0.01%
289
1545
– –
0
1546
$42K ﹤0.01%
14
-14,926
1547
$42K ﹤0.01%
410
-61
1548
$42K ﹤0.01%
642
1549
– –
-21
1550
$42K ﹤0.01%
700
60 61
62
63 64