SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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 5.52%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.43M 0.09%
15,837
-66,351
202
$3.42M 0.09%
12,875
-338
203
$3.39M 0.09%
57,465
+11,071
204
$3.38M 0.09%
109,050
-14,500
205
$3.38M 0.09%
21,276
-2,045
206
$3.37M 0.09%
23,927
-6,557
207
$3.31M 0.09%
8,549
-1,809
208
$3.28M 0.09%
5,964
-506
209
$3.28M 0.09%
164,745
-398
210
$3.25M 0.09%
85,326
-5,806
211
$3.25M 0.09%
37,924
+1,200
212
$3.24M 0.09%
30,459
+11,445
213
$3.23M 0.09%
39,054
+1,573
214
$3.13M 0.08%
42,610
-14,205
215
$3.13M 0.08%
35,220
-21,013
216
$3.11M 0.08%
54,583
-14,359
217
$3.11M 0.08%
306,729
-149,684
218
$3.1M 0.08%
55,116
-23,016
219
$3.08M 0.08%
38,885
-2,389
220
$3.06M 0.08%
27,250
221
$3.05M 0.08%
60,193
-1,157,120
222
$3.05M 0.08%
29,469
-42
223
$3.05M 0.08%
7,282
+574
224
$3.04M 0.08%
188,804
+153,095
225
$3.03M 0.08%
21,193
-2,718
7 8
9
10 11