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
1801
$24K ﹤0.01%
1,313
-103
1802
$24K ﹤0.01%
562
-6,164
1803
$24K ﹤0.01%
90
1804
$24K ﹤0.01%
775
-3,224
1805
$24K ﹤0.01%
577
-2,200
1806
$24K ﹤0.01%
906
-38
1807
$24K ﹤0.01%
2,317
-18
1808
$23K ﹤0.01%
257
1809
$23K ﹤0.01%
2,010
+33
1810
$23K ﹤0.01%
876
1811
$23K ﹤0.01%
1,000
-2,100
1812
$23K ﹤0.01%
4,000
1813
$23K ﹤0.01%
511
-1
1814
$23K ﹤0.01%
408
-6,771
1815
$23K ﹤0.01%
1,922
1816
$23K ﹤0.01%
701
-2,294
1817
$23K ﹤0.01%
50
-706
1818
$23K ﹤0.01%
275
-234
1819
$23K ﹤0.01%
499
-740
1820
$23K ﹤0.01%
400
-200
1821
$23K ﹤0.01%
730
1822
$23K ﹤0.01%
673
-11,554
1823
$23K ﹤0.01%
634
-2,258
1824
$22K ﹤0.01%
383
+217
1825
$22K ﹤0.01%
299
-1,654
71 72
73
74 75