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
1851
$21K ﹤0.01%
226
1852
$21K ﹤0.01%
198
-421
1853
$21K ﹤0.01%
5,331
-5,042
1854
$21K ﹤0.01%
53
-185
1855
$21K ﹤0.01%
1,939
-2,553
1856
$20K ﹤0.01%
3,348
-450
1857
$20K ﹤0.01%
1,541
+236
1858
$20K ﹤0.01%
2,070
-253
1859
$20K ﹤0.01%
665
-600
1860
$20K ﹤0.01%
800
-1,394
1861
$20K ﹤0.01%
82
-239
1862
$20K ﹤0.01%
345
-3,675
1863
$20K ﹤0.01%
500
+200
1864
$20K ﹤0.01%
70
-415
1865
$20K ﹤0.01%
1,600
-10,875
1866
$20K ﹤0.01%
1,278
-751
1867
$20K ﹤0.01%
1,196
-492
1868
$20K ﹤0.01%
959
1869
$20K ﹤0.01%
242
-1
1870
$20K ﹤0.01%
2,256
-33,520
1871
$20K ﹤0.01%
70
1872
$20K ﹤0.01%
3,200
-25
1873
$20K ﹤0.01%
357
1874
$20K ﹤0.01%
1,724
1875
$19K ﹤0.01%
500
73 74
75
76 77