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
1901
$18K ﹤0.01%
126
-1,907
1902
$18K ﹤0.01%
1,200
1903
$18K ﹤0.01%
57
1904
$18K ﹤0.01%
517
-643
1905
$18K ﹤0.01%
500
1906
$18K ﹤0.01%
604
-498
1907
$18K ﹤0.01%
568
+4
1908
$18K ﹤0.01%
156
-2
1909
$18K ﹤0.01%
306
+101
1910
$18K ﹤0.01%
2,000
1911
$18K ﹤0.01%
700
-105,201
1912
$18K ﹤0.01%
50
1913
$18K ﹤0.01%
+1,150
1914
$18K ﹤0.01%
734
-15,780
1915
$18K ﹤0.01%
211
-2
1916
$18K ﹤0.01%
1,132
1917
$18K ﹤0.01%
732
+5
1918
$18K ﹤0.01%
458
1919
$18K ﹤0.01%
667
+424
1920
$18K ﹤0.01%
510
-734
1921
$18K ﹤0.01%
1,966
1922
$18K ﹤0.01%
+680
1923
$18K ﹤0.01%
800
1924
$18K ﹤0.01%
600
1925
$17K ﹤0.01%
774
-1,207
75 76
77
78 79