SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 5.52%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.86M 0.16%
23,943
-472
152
$5.83M 0.16%
81,119
+7,946
153
$5.83M 0.16%
56,988
-3,779
154
$5.81M 0.16%
54,109
-6,375
155
$5.7M 0.15%
+156,942
156
$5.59M 0.15%
23,432
-1,423
157
$5.35M 0.14%
32,323
-8,711
158
$5.24M 0.14%
22,682
-8,122
159
$5.21M 0.14%
49,785
-15,472
160
$5.19M 0.14%
109,609
-2,247
161
$5.07M 0.14%
106,430
-9,070
162
$5.06M 0.14%
80,174
-34,968
163
$5.04M 0.14%
21,970
+1,162
164
$4.99M 0.14%
60,350
+14,442
165
$4.98M 0.13%
64,063
-18,947
166
$4.87M 0.13%
88,340
+4,152
167
$4.68M 0.13%
118,289
-9,583
168
$4.68M 0.13%
35,261
+4,068
169
$4.66M 0.13%
75,390
+708
170
$4.65M 0.13%
12,687
-450
171
$4.55M 0.12%
132,356
-5,732
172
$4.5M 0.12%
29,833
+5,163
173
$4.39M 0.12%
37,501
+2,468
174
$4.3M 0.12%
40,886
+1,382
175
$4.28M 0.12%
17,558
-5,272
5 6
7
8 9