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
1751
$27K ﹤0.01%
5,000
1752
$27K ﹤0.01%
1,918
1753
$27K ﹤0.01%
4,331
+13
1754
$27K ﹤0.01%
2,680
-5,098
1755
$27K ﹤0.01%
525
1756
$27K ﹤0.01%
807
-400
1757
$27K ﹤0.01%
6,511
1758
$27K ﹤0.01%
850
+1
1759
$26K ﹤0.01%
1,874
1760
$26K ﹤0.01%
781
-780
1761
$26K ﹤0.01%
1,618
-8,167
1762
$26K ﹤0.01%
1,170
1763
$26K ﹤0.01%
311
-70
1764
$26K ﹤0.01%
624
-8,716
1765
$26K ﹤0.01%
253
+63
1766
$26K ﹤0.01%
420
1767
$26K ﹤0.01%
5,200
+5,000
1768
$26K ﹤0.01%
169
1769
$26K ﹤0.01%
+125
1770
$26K ﹤0.01%
596
-22
1771
$26K ﹤0.01%
+1,008
1772
$26K ﹤0.01%
924
-8,269
1773
$26K ﹤0.01%
730
+61
1774
$26K ﹤0.01%
1,394
1775
$25K ﹤0.01%
2,300
69 70
71
72 73