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
2001
$14K ﹤0.01%
4,000
-500
2002
$14K ﹤0.01%
185
-246
2003
$14K ﹤0.01%
1,475
-227
2004
$14K ﹤0.01%
575
-375
2005
$14K ﹤0.01%
176
2006
$14K ﹤0.01%
535
2007
$14K ﹤0.01%
300
2008
$14K ﹤0.01%
2,050
+50
2009
$14K ﹤0.01%
57
2010
$14K ﹤0.01%
+373
2011
$14K ﹤0.01%
33
-23
2012
$14K ﹤0.01%
600
2013
$14K ﹤0.01%
3,216
-209
2014
$14K ﹤0.01%
235
-387
2015
$13K ﹤0.01%
500
2016
$13K ﹤0.01%
+1,900
2017
$13K ﹤0.01%
313
-2
2018
$13K ﹤0.01%
2,000
2019
$13K ﹤0.01%
60
+40
2020
$13K ﹤0.01%
+61
2021
$13K ﹤0.01%
615
-404
2022
$13K ﹤0.01%
+293
2023
$13K ﹤0.01%
602
-10,041
2024
$13K ﹤0.01%
1,650
2025
$13K ﹤0.01%
126
-155
79 80
81
82 83