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
1601
$38K ﹤0.01%
2,300
1602
$38K ﹤0.01%
1,405
1603
$37K ﹤0.01%
369
1604
$37K ﹤0.01%
800
-600
1605
$37K ﹤0.01%
1,063
+882
1606
$37K ﹤0.01%
794
-848
1607
$37K ﹤0.01%
1,476
-691
1608
$37K ﹤0.01%
1,392
-632
1609
$37K ﹤0.01%
604
1610
$37K ﹤0.01%
+1,490
1611
$37K ﹤0.01%
157
-143
1612
$37K ﹤0.01%
434
1613
$37K ﹤0.01%
1,146
-2,415
1614
$37K ﹤0.01%
+2,019
1615
$36K ﹤0.01%
628
-50
1616
$36K ﹤0.01%
977
-41
1617
$36K ﹤0.01%
250
-47
1618
$36K ﹤0.01%
300
1619
$36K ﹤0.01%
692
1620
$36K ﹤0.01%
1,000
-8,800
1621
$36K ﹤0.01%
2,213
+937
1622
$36K ﹤0.01%
1,320
-202
1623
$36K ﹤0.01%
2,270
1624
$36K ﹤0.01%
600
1625
$36K ﹤0.01%
2,863
-16,682
63 64
65
66 67