SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 5.52%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.27M 0.12%
108,070
+5,430
177
$4.24M 0.11%
195,228
-249,195
178
$4.2M 0.11%
79,253
-11,310
179
$4.19M 0.11%
77,361
-11,836
180
$4.18M 0.11%
15,480
-60,904
181
$4.17M 0.11%
17,226
+221
182
$4.17M 0.11%
73,999
+59,999
183
$4.08M 0.11%
41,995
-22,881
184
$4.07M 0.11%
47,726
-17,914
185
$4M 0.11%
83,215
-23,097
186
$3.97M 0.11%
36,661
-17,961
187
$3.94M 0.11%
54,750
+7,999
188
$3.91M 0.11%
51,800
+12,626
189
$3.82M 0.1%
58,111
+1,791
190
$3.77M 0.1%
466,010
+941
191
$3.75M 0.1%
24,585
+16,545
192
$3.65M 0.1%
18,770
+3,700
193
$3.64M 0.1%
25,885
+254
194
$3.63M 0.1%
27,484
-1,566
195
$3.63M 0.1%
25,324
+8,022
196
$3.6M 0.1%
207,570
-361,404
197
$3.52M 0.1%
14,844
-384
198
$3.52M 0.1%
+45,594
199
$3.44M 0.09%
149,422
-65,253
200
$3.43M 0.09%
32,401
-70,562
6 7
8
9 10