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
2126
$10K ﹤0.01%
34
-341
2127
$10K ﹤0.01%
633
+6
2128
$10K ﹤0.01%
243
-132
2129
$10K ﹤0.01%
1,000
-2,012
2130
$10K ﹤0.01%
617
-3,642
2131
$10K ﹤0.01%
+80
2132
$10K ﹤0.01%
352
2133
$10K ﹤0.01%
500
2134
$10K ﹤0.01%
86
-1,207
2135
$10K ﹤0.01%
960
-1,500
2136
$10K ﹤0.01%
223
-1,035
2137
$10K ﹤0.01%
+236
2138
$9K ﹤0.01%
100
2139
$9K ﹤0.01%
92
-400
2140
$9K ﹤0.01%
40
-285
2141
$9K ﹤0.01%
20
-42
2142
$9K ﹤0.01%
90
+70
2143
$9K ﹤0.01%
93
-494
2144
$9K ﹤0.01%
130
+58
2145
$9K ﹤0.01%
700
2146
$9K ﹤0.01%
+200
2147
$9K ﹤0.01%
617
2148
$9K ﹤0.01%
397
2149
$9K ﹤0.01%
1,140
2150
$9K ﹤0.01%
300
84 85
86
87 88