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
1626
$36K ﹤0.01%
346
1627
$36K ﹤0.01%
323
1628
$36K ﹤0.01%
1,250
1629
$36K ﹤0.01%
1,025
1630
$36K ﹤0.01%
421
-144
1631
$36K ﹤0.01%
1,550
1632
$35K ﹤0.01%
1,000
1633
$35K ﹤0.01%
200
-128
1634
$35K ﹤0.01%
326
-469
1635
$35K ﹤0.01%
758
1636
$35K ﹤0.01%
355
1637
$35K ﹤0.01%
1,496
-7,661
1638
$35K ﹤0.01%
1,148
+268
1639
$35K ﹤0.01%
+292
1640
$35K ﹤0.01%
5,805
-4,164
1641
$34K ﹤0.01%
2,209
-825
1642
$34K ﹤0.01%
697
1643
$34K ﹤0.01%
2,828
-48,083
1644
$34K ﹤0.01%
283
1645
$34K ﹤0.01%
710
+200
1646
$33K ﹤0.01%
+100
1647
$33K ﹤0.01%
531
1648
$33K ﹤0.01%
698
+4
1649
$33K ﹤0.01%
+666
1650
$33K ﹤0.01%
+1,068
64 65
66
67 68