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
1776
$25K ﹤0.01%
+1,400
1777
$25K ﹤0.01%
305
-746
1778
$25K ﹤0.01%
1,087
+453
1779
$25K ﹤0.01%
+3,000
1780
$25K ﹤0.01%
447
-6,097
1781
$25K ﹤0.01%
380
-76
1782
$25K ﹤0.01%
186
-1,295
1783
$25K ﹤0.01%
300
1784
$25K ﹤0.01%
1,000
1785
$25K ﹤0.01%
268
-78
1786
$25K ﹤0.01%
475
-1,165
1787
$25K ﹤0.01%
+1,450
1788
$25K ﹤0.01%
7,400
1789
$24K ﹤0.01%
350
1790
$24K ﹤0.01%
2,190
-1,510
1791
$24K ﹤0.01%
336
-191
1792
$24K ﹤0.01%
750
1793
$24K ﹤0.01%
610
-21
1794
$24K ﹤0.01%
384
-6
1795
$24K ﹤0.01%
300
1796
$24K ﹤0.01%
885
-12,217
1797
$24K ﹤0.01%
1,393
+1,333
1798
$24K ﹤0.01%
389
+181
1799
$24K ﹤0.01%
159
-190
1800
$24K ﹤0.01%
1,042
-4,932
70 71
72
73 74