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
2151
$9K ﹤0.01%
+65
2152
$9K ﹤0.01%
+3,500
2153
$9K ﹤0.01%
+700
2154
$9K ﹤0.01%
937
+1
2155
$9K ﹤0.01%
+122
2156
$9K ﹤0.01%
150
-15
2157
$9K ﹤0.01%
1,988
+100
2158
$9K ﹤0.01%
263
-456
2159
$9K ﹤0.01%
400
2160
$9K ﹤0.01%
+1,000
2161
$9K ﹤0.01%
+244
2162
$9K ﹤0.01%
402
-302
2163
$9K ﹤0.01%
263
-2,145
2164
$9K ﹤0.01%
400
-10,842
2165
$9K ﹤0.01%
929
-450
2166
$9K ﹤0.01%
+83
2167
$9K ﹤0.01%
550
-390
2168
$9K ﹤0.01%
400
2169
$9K ﹤0.01%
100
2170
$9K ﹤0.01%
900
2171
$9K ﹤0.01%
186
+66
2172
$9K ﹤0.01%
278
2173
$9K ﹤0.01%
+100
2174
$8K ﹤0.01%
212
2175
$8K ﹤0.01%
103
85 86
87
88 89