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
1676
$31K ﹤0.01%
776
-928
1677
$31K ﹤0.01%
242
-1,730
1678
– –
0
1679
$31K ﹤0.01%
+1,850
1680
$31K ﹤0.01%
735
-11,107
1681
$31K ﹤0.01%
1,099
-26
1682
$31K ﹤0.01%
2,025
-675
1683
$31K ﹤0.01%
612
1684
$31K ﹤0.01%
600
1685
$31K ﹤0.01%
666
1686
$31K ﹤0.01%
679
-47
1687
$31K ﹤0.01%
3,300
-3,500
1688
$30K ﹤0.01%
1,700
1689
$30K ﹤0.01%
661
1690
$30K ﹤0.01%
1,060
-39,158
1691
$30K ﹤0.01%
384
1692
$30K ﹤0.01%
+825
1693
$30K ﹤0.01%
697
+34
1694
$30K ﹤0.01%
209
-201
1695
$30K ﹤0.01%
666
-6,358
1696
$30K ﹤0.01%
507
-1
1697
$30K ﹤0.01%
1,826
1698
$30K ﹤0.01%
+762
1699
$30K ﹤0.01%
586
1700
$30K ﹤0.01%
722
66 67
68
69 70