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
1651
– –
0
1652
$33K ﹤0.01%
407
-888
1653
$33K ﹤0.01%
11,140
-3,000
1654
$33K ﹤0.01%
+1,125
1655
– –
-8,301
1656
$32K ﹤0.01%
2,111
-1,157
1657
$32K ﹤0.01%
822
-43
1658
$32K ﹤0.01%
454
-120
1659
$32K ﹤0.01%
950
1660
$32K ﹤0.01%
672
-437
1661
$32K ﹤0.01%
+615
1662
$32K ﹤0.01%
515
-283
1663
$32K ﹤0.01%
2,300
1664
$32K ﹤0.01%
700
+400
1665
$32K ﹤0.01%
550
1666
$32K ﹤0.01%
1,691
-537
1667
$32K ﹤0.01%
2,364
+164
1668
$32K ﹤0.01%
1,367
-390
1669
$32K ﹤0.01%
1,677
-340
1670
$32K ﹤0.01%
1,400
+250
1671
$32K ﹤0.01%
+360
1672
$32K ﹤0.01%
2,140
-1,586
1673
$31K ﹤0.01%
125
1674
$31K ﹤0.01%
228
1675
$31K ﹤0.01%
780
+250
65 66
67
68 69