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
1976
$15K ﹤0.01%
1,200
-1,546
1977
$15K ﹤0.01%
+370
1978
$15K ﹤0.01%
561
-16
1979
$15K ﹤0.01%
175
1980
$15K ﹤0.01%
1,050
1981
$15K ﹤0.01%
300
1982
$15K ﹤0.01%
400
1983
$15K ﹤0.01%
327
+279
1984
$15K ﹤0.01%
420
1985
$15K ﹤0.01%
183
1986
$15K ﹤0.01%
4,750
-39
1987
$15K ﹤0.01%
800
-12,100
1988
$15K ﹤0.01%
1,300
-300
1989
$15K ﹤0.01%
400
1990
$15K ﹤0.01%
1,200
1991
$15K ﹤0.01%
1,820
-390
1992
$15K ﹤0.01%
+10
1993
$14K ﹤0.01%
204
1994
$14K ﹤0.01%
+350
1995
$14K ﹤0.01%
144
1996
$14K ﹤0.01%
+260
1997
$14K ﹤0.01%
710
-4,223
1998
$14K ﹤0.01%
2,000
1999
$14K ﹤0.01%
267
-20
2000
$14K ﹤0.01%
+7,000
78 79
80
81 82