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
2051
$12K ﹤0.01%
500
2052
– –
0
2053
$12K ﹤0.01%
150
-20
2054
$12K ﹤0.01%
+100
2055
$12K ﹤0.01%
+430
2056
$12K ﹤0.01%
615
+8
2057
$12K ﹤0.01%
+2
2058
$12K ﹤0.01%
140
2059
$12K ﹤0.01%
300
-284
2060
$12K ﹤0.01%
73
+66
2061
$12K ﹤0.01%
333
2062
$12K ﹤0.01%
115
+100
2063
$12K ﹤0.01%
136
2064
$12K ﹤0.01%
172
2065
$12K ﹤0.01%
+1,000
2066
$11K ﹤0.01%
242
-66
2067
$11K ﹤0.01%
+710
2068
$11K ﹤0.01%
101
-1
2069
$11K ﹤0.01%
82
-42
2070
$11K ﹤0.01%
979
-2,393
2071
$11K ﹤0.01%
+500
2072
$11K ﹤0.01%
+500
2073
$11K ﹤0.01%
33
-9
2074
$11K ﹤0.01%
120
-1,103
2075
$11K ﹤0.01%
1,000
81 82
83
84 85