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
1576
$40K ﹤0.01%
88
-39
1577
$40K ﹤0.01%
752
1578
$40K ﹤0.01%
1,300
1579
$40K ﹤0.01%
1,080
-2,880
1580
$40K ﹤0.01%
353
1581
$40K ﹤0.01%
300
-220
1582
$39K ﹤0.01%
4,097
-1,986
1583
$39K ﹤0.01%
600
1584
$39K ﹤0.01%
315
-48
1585
$39K ﹤0.01%
330
-62
1586
$39K ﹤0.01%
1,214
-418
1587
$39K ﹤0.01%
574
1588
$39K ﹤0.01%
624
-482
1589
$38K ﹤0.01%
1,160
-2,250
1590
$38K ﹤0.01%
1,092
+140
1591
$38K ﹤0.01%
676
1592
$38K ﹤0.01%
1,000
1593
$38K ﹤0.01%
1,090
+517
1594
$38K ﹤0.01%
+561
1595
$38K ﹤0.01%
980
+780
1596
$38K ﹤0.01%
200
1597
$38K ﹤0.01%
2,516
1598
$38K ﹤0.01%
137
-644
1599
$38K ﹤0.01%
4,532
+32
1600
$38K ﹤0.01%
470
-984
62 63
64
65 66