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
1701
$30K ﹤0.01%
310
-283
1702
$30K ﹤0.01%
647
-6,319
1703
$30K ﹤0.01%
1,502
1704
$30K ﹤0.01%
6,786
+4,814
1705
$30K ﹤0.01%
500
1706
$30K ﹤0.01%
750
-120
1707
$30K ﹤0.01%
395
-520
1708
$29K ﹤0.01%
1,100
-4,346
1709
$29K ﹤0.01%
374
-1,538
1710
$29K ﹤0.01%
+900
1711
$29K ﹤0.01%
4,200
1712
$29K ﹤0.01%
1,481
-685
1713
$29K ﹤0.01%
+438
1714
$29K ﹤0.01%
600
1715
$29K ﹤0.01%
2,958
-1,720
1716
$29K ﹤0.01%
1,174
-1
1717
– –
-180
1718
$29K ﹤0.01%
318
-17
1719
$29K ﹤0.01%
+950
1720
$29K ﹤0.01%
+456
1721
$29K ﹤0.01%
68
-26
1722
$29K ﹤0.01%
737
+298
1723
$29K ﹤0.01%
1,250
-6,040
1724
$29K ﹤0.01%
7,280
-7,517
1725
$28K ﹤0.01%
6,107
-474
67 68
69
70 71