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
2201
$8K ﹤0.01%
+400
2202
$8K ﹤0.01%
48
+4
2203
$8K ﹤0.01%
146
-59
2204
$8K ﹤0.01%
200
-2,634
2205
$8K ﹤0.01%
502
2206
$8K ﹤0.01%
+228
2207
$8K ﹤0.01%
133
-1
2208
$8K ﹤0.01%
7
-2
2209
$7K ﹤0.01%
+261
2210
$7K ﹤0.01%
565
-710
2211
$7K ﹤0.01%
135
-14,665
2212
$7K ﹤0.01%
80
2213
$7K ﹤0.01%
+86
2214
$7K ﹤0.01%
175
-5
2215
$7K ﹤0.01%
1,214
-1,000
2216
$7K ﹤0.01%
850
+500
2217
$7K ﹤0.01%
35
2218
$7K ﹤0.01%
+125
2219
$7K ﹤0.01%
+133
2220
$7K ﹤0.01%
502
2221
$7K ﹤0.01%
43
-51
2222
$7K ﹤0.01%
+2,193
2223
$7K ﹤0.01%
+312
2224
$7K ﹤0.01%
41
-45
2225
$7K ﹤0.01%
490
87 88
89
90 91