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
1926
$17K ﹤0.01%
29
-5
1927
$17K ﹤0.01%
200
-389
1928
$17K ﹤0.01%
+1,000
1929
$17K ﹤0.01%
168
-30
1930
$17K ﹤0.01%
300
1931
$17K ﹤0.01%
49
-158
1932
$17K ﹤0.01%
126
-28
1933
$17K ﹤0.01%
916
-1,304
1934
$17K ﹤0.01%
100
1935
$17K ﹤0.01%
1,248
-650
1936
$17K ﹤0.01%
3,720
+60
1937
$17K ﹤0.01%
169
1938
$17K ﹤0.01%
1,425
-1,000
1939
$17K ﹤0.01%
200
+180
1940
$17K ﹤0.01%
250
+62
1941
$17K ﹤0.01%
+600
1942
$17K ﹤0.01%
148
+12
1943
– –
0
1944
$17K ﹤0.01%
151
+98
1945
$17K ﹤0.01%
397
+72
1946
$17K ﹤0.01%
+133
1947
$17K ﹤0.01%
190
-35
1948
$17K ﹤0.01%
25
+15
1949
$17K ﹤0.01%
707
-20
1950
$17K ﹤0.01%
800
76 77
78
79 80