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
2226
$7K ﹤0.01%
200
2227
$7K ﹤0.01%
220
2228
$7K ﹤0.01%
36
+10
2229
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51
2230
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60
-207
2231
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46
-21
2232
$7K ﹤0.01%
900
2233
$7K ﹤0.01%
145
-6,511
2234
$7K ﹤0.01%
140
-31
2235
$7K ﹤0.01%
+500
2236
$7K ﹤0.01%
2,000
2237
$7K ﹤0.01%
+86
2238
$7K ﹤0.01%
140
2239
$7K ﹤0.01%
500
2240
$7K ﹤0.01%
251
2241
$7K ﹤0.01%
26
-3,179
2242
$7K ﹤0.01%
770
-21,700
2243
$7K ﹤0.01%
40
2244
$7K ﹤0.01%
322
-6,833
2245
$7K ﹤0.01%
480
2246
$7K ﹤0.01%
293
+6
2247
$7K ﹤0.01%
+225
2248
$7K ﹤0.01%
67
2249
$7K ﹤0.01%
453
+8
2250
$7K ﹤0.01%
333
88 89
90
91 92