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
1551
$42K ﹤0.01%
800
1552
$41K ﹤0.01%
587
-1,297
1553
$41K ﹤0.01%
856
-505
1554
$41K ﹤0.01%
+495
1555
$41K ﹤0.01%
572
-12
1556
$41K ﹤0.01%
427
-270
1557
$41K ﹤0.01%
375
+200
1558
$41K ﹤0.01%
783
-572
1559
$41K ﹤0.01%
920
+500
1560
– –
-11,500
1561
$41K ﹤0.01%
266
-20
1562
$41K ﹤0.01%
1,018
-25,640
1563
$41K ﹤0.01%
187
+3
1564
$41K ﹤0.01%
505
+284
1565
$41K ﹤0.01%
824
1566
$41K ﹤0.01%
765
1567
$41K ﹤0.01%
1,177
-1,489
1568
$41K ﹤0.01%
624
-77,160
1569
$41K ﹤0.01%
252
-500
1570
$40K ﹤0.01%
1,105
+4
1571
$40K ﹤0.01%
1,092
-42
1572
$40K ﹤0.01%
1,000
1573
$40K ﹤0.01%
316
1574
$40K ﹤0.01%
850
1575
$40K ﹤0.01%
4,155
+1,860
61 62
63
64 65