SWM
Spire Wealth Management Portfolio holdings
AUM $2.78B
1-Year Return
19.36%
This Quarter Return
+7.75%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$3.7B
AUM Growth
-$63.4M
(-1.7%)
Cap. Flow
-$446M
Cap. Flow
% of AUM
-12.07%
Top 10 Holdings %
Top 10 Hldgs %
18.71%
Holding
3,143
New
169
Increased
538
Reduced
1,290
Closed
584
Top Buys
| 1 |
Avantor
AVTR
|
+$14.6M |
| 2 |
Commault Systems
CVLT
|
+$13.5M |
| 3 |
Invesco BuyBack Achievers ETF
PKW
|
+$12M |
| 4 |
Jones Lang LaSalle
JLL
|
+$11.5M |
| 5 |
Airbnb
ABNB
|
+$11.4M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$58.7M |
| 2 |
TEGNA Inc
TGNA
|
+$44.8M |
| 3 |
Apple
AAPL
|
+$23.8M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$23.7M |
| 5 |
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% |
