SWM
Spire Wealth Management Portfolio holdings
AUM
$2.99B
1-Year Est. Return
23.47%
1 Year Est. Return
+23.47%
AUM
$3.7B
AUM Growth
-$63.4M
(-1.7%)
Holding
3,143
Top Buys
| 1 | +$14.6M | |
| 2 | +$13.5M | |
| 3 | +$12M | |
| 4 |
Jones Lang LaSalle
JLL
|
+$11.5M |
| 5 |
Airbnb
ABNB
|
+$11.4M |
Top Sells
| 1 | +$58.7M | |
| 2 | +$44.8M | |
| 3 | +$23.8M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$23.7M |
| 5 |
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% |