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
2301
$5K ﹤0.01%
70
-640
2302
$5K ﹤0.01%
16
-1,244
2303
$5K ﹤0.01%
363
2304
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59
-34
2305
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105
2306
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30
2307
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+168
2308
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47
2309
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16
2310
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-55
2311
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2312
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491
-309
2313
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700
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2314
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100
2315
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-500
2316
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2317
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-18,678
2318
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-6
2319
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2320
$5K ﹤0.01%
350
2321
$5K ﹤0.01%
100
2322
$5K ﹤0.01%
154
-29,736
2323
$5K ﹤0.01%
100
-380
2324
$5K ﹤0.01%
138
-42
2325
$5K ﹤0.01%
148
91 92
93
94 95