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
1951
$17K ﹤0.01%
233
+120
1952
$16K ﹤0.01%
75
1953
$16K ﹤0.01%
592
-1,099
1954
$16K ﹤0.01%
184
-147
1955
$16K ﹤0.01%
4,600
1956
$16K ﹤0.01%
100
-288
1957
$16K ﹤0.01%
753
-1,937
1958
$16K ﹤0.01%
+600
1959
$16K ﹤0.01%
73
-172
1960
$16K ﹤0.01%
803
1961
$16K ﹤0.01%
501
-1
1962
$16K ﹤0.01%
436
-4
1963
$16K ﹤0.01%
155
-35
1964
$16K ﹤0.01%
400
1965
$16K ﹤0.01%
+533
1966
$16K ﹤0.01%
400
1967
$16K ﹤0.01%
1,334
1968
$16K ﹤0.01%
168
-45
1969
$16K ﹤0.01%
474
-93
1970
$15K ﹤0.01%
125
-5,577
1971
$15K ﹤0.01%
23
+3
1972
$15K ﹤0.01%
+345
1973
$15K ﹤0.01%
520
-100
1974
$15K ﹤0.01%
100
-226
1975
$15K ﹤0.01%
522
-1,416
77 78
79
80 81