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
2276
$6K ﹤0.01%
1,245
2277
$6K ﹤0.01%
526
+50
2278
$6K ﹤0.01%
86
-513
2279
$6K ﹤0.01%
83
-256
2280
$6K ﹤0.01%
36
-76
2281
$6K ﹤0.01%
480
-100
2282
$6K ﹤0.01%
189
2283
$6K ﹤0.01%
119
2284
$6K ﹤0.01%
109
2285
$6K ﹤0.01%
152
-4,553
2286
$6K ﹤0.01%
100
-100
2287
$6K ﹤0.01%
177
2288
$6K ﹤0.01%
1,612
2289
$6K ﹤0.01%
650
2290
$5K ﹤0.01%
+300
2291
$5K ﹤0.01%
500
2292
$5K ﹤0.01%
239
-1,451
2293
$5K ﹤0.01%
101
2294
$5K ﹤0.01%
250
2295
$5K ﹤0.01%
330
2296
$5K ﹤0.01%
42
2297
$5K ﹤0.01%
100
2298
$5K ﹤0.01%
30
-1,364
2299
$5K ﹤0.01%
71
2300
$5K ﹤0.01%
112
-1
90 91
92
93 94