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
1726
$28K ﹤0.01%
363
1727
$28K ﹤0.01%
1,340
-897
1728
$28K ﹤0.01%
5,410
+320
1729
$28K ﹤0.01%
950
1730
$28K ﹤0.01%
553
+100
1731
$28K ﹤0.01%
1,000
1732
$28K ﹤0.01%
3,316
-1,660
1733
$28K ﹤0.01%
+254
1734
$28K ﹤0.01%
2,400
1735
$28K ﹤0.01%
529
+15
1736
$28K ﹤0.01%
+1,800
1737
$28K ﹤0.01%
665
+590
1738
$27K ﹤0.01%
500
1739
$27K ﹤0.01%
842
1740
$27K ﹤0.01%
231
-197
1741
$27K ﹤0.01%
63
-58
1742
$27K ﹤0.01%
9,084
-1,017
1743
$27K ﹤0.01%
340
-3,396
1744
$27K ﹤0.01%
348
-105
1745
$27K ﹤0.01%
142
-120
1746
$27K ﹤0.01%
14,000
+12,000
1747
$27K ﹤0.01%
356
1748
$27K ﹤0.01%
+1,681
1749
$27K ﹤0.01%
445
-142
1750
$27K ﹤0.01%
261
-1,375
68 69
70
71 72