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
2026
$13K ﹤0.01%
280
-1,001
2027
$13K ﹤0.01%
238
+138
2028
$13K ﹤0.01%
245
-168
2029
$13K ﹤0.01%
360
2030
$13K ﹤0.01%
160
2031
$13K ﹤0.01%
835
2032
$13K ﹤0.01%
1,242
2033
$13K ﹤0.01%
100
2034
$13K ﹤0.01%
70
-70
2035
$13K ﹤0.01%
4
+1
2036
$13K ﹤0.01%
55
-30
2037
$13K ﹤0.01%
262
2038
$12K ﹤0.01%
180
-294
2039
$12K ﹤0.01%
800
2040
$12K ﹤0.01%
683
-70
2041
$12K ﹤0.01%
314
2042
$12K ﹤0.01%
334
-2,727
2043
$12K ﹤0.01%
218
2044
$12K ﹤0.01%
27
-141
2045
$12K ﹤0.01%
411
+159
2046
$12K ﹤0.01%
704
+99
2047
$12K ﹤0.01%
111
-103
2048
$12K ﹤0.01%
295
-2,209
2049
$12K ﹤0.01%
700
2050
$12K ﹤0.01%
400
-4,502
80 81
82
83 84