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
2176
$8K ﹤0.01%
75
-100
2177
$8K ﹤0.01%
346
-28
2178
$8K ﹤0.01%
90
+60
2179
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273
-130
2180
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+850
2181
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+245
2182
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35
2183
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2184
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500
-43,518
2185
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98
2186
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100
2187
– –
0
2188
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400
2189
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191
+1
2190
$8K ﹤0.01%
136
-63
2191
$8K ﹤0.01%
170
-1,982
2192
$8K ﹤0.01%
500
2193
$8K ﹤0.01%
300
-300
2194
$8K ﹤0.01%
635
2195
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166
2196
$8K ﹤0.01%
364
-1
2197
$8K ﹤0.01%
106
2198
$8K ﹤0.01%
272
-573
2199
$8K ﹤0.01%
300
2200
$8K ﹤0.01%
100
86 87
88
89 90