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
2101
$10K ﹤0.01%
101
-44
2102
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84
2103
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120
-228
2104
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109
2105
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405
+21
2106
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168
-528
2107
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1,000
2108
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575
2109
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200
2110
$10K ﹤0.01%
1,492
-615
2111
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+140
2112
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200
2113
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166
-4,893
2114
$10K ﹤0.01%
406
2115
$10K ﹤0.01%
+8
2116
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1,000
2117
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480
2118
$10K ﹤0.01%
1,050
2119
$10K ﹤0.01%
12,500
+3,000
2120
$10K ﹤0.01%
192
-4,048
2121
$10K ﹤0.01%
25
-2
2122
$10K ﹤0.01%
500
2123
$10K ﹤0.01%
+125
2124
$10K ﹤0.01%
100
-180
2125
$10K ﹤0.01%
+142
83 84
85
86 87