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
2076
$11K ﹤0.01%
343
2077
$11K ﹤0.01%
157
-130
2078
$11K ﹤0.01%
+135
2079
$11K ﹤0.01%
245
-58
2080
$11K ﹤0.01%
250
2081
$11K ﹤0.01%
312
+257
2082
$11K ﹤0.01%
274
-94
2083
$11K ﹤0.01%
500
-594
2084
$11K ﹤0.01%
+28
2085
$11K ﹤0.01%
500
-500
2086
$11K ﹤0.01%
545
-663
2087
$11K ﹤0.01%
200
2088
$11K ﹤0.01%
400
2089
$11K ﹤0.01%
300
2090
$11K ﹤0.01%
4,000
2091
$11K ﹤0.01%
746
+11
2092
$11K ﹤0.01%
641
+210
2093
$11K ﹤0.01%
210
-241
2094
$10K ﹤0.01%
189
-5,555
2095
$10K ﹤0.01%
50
2096
$10K ﹤0.01%
300
2097
$10K ﹤0.01%
160
2098
$10K ﹤0.01%
52
-51
2099
$10K ﹤0.01%
+434
2100
$10K ﹤0.01%
500
-76,336
82 83
84
85 86