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
1876
$19K ﹤0.01%
300
+100
1877
$19K ﹤0.01%
+804
1878
$19K ﹤0.01%
297
-436
1879
$19K ﹤0.01%
1,974
+605
1880
$19K ﹤0.01%
198
-1
1881
$19K ﹤0.01%
392
1882
$19K ﹤0.01%
700
-2,500
1883
$19K ﹤0.01%
+167
1884
$19K ﹤0.01%
361
-839
1885
$19K ﹤0.01%
+63
1886
$19K ﹤0.01%
50
1887
$19K ﹤0.01%
228
1888
$19K ﹤0.01%
188
-904
1889
$19K ﹤0.01%
2,160
-10,590
1890
$19K ﹤0.01%
670
-1,210
1891
$19K ﹤0.01%
+580
1892
$19K ﹤0.01%
388
-1,215
1893
$19K ﹤0.01%
100
1894
$19K ﹤0.01%
1,097
-5,940
1895
$19K ﹤0.01%
300
1896
$19K ﹤0.01%
471
1897
$19K ﹤0.01%
1,954
1898
$19K ﹤0.01%
303
-305
1899
$19K ﹤0.01%
389
-3,551
1900
$19K ﹤0.01%
1,541
74 75
76
77 78