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
2326
$5K ﹤0.01%
+519
2327
$5K ﹤0.01%
181
-52
2328
$5K ﹤0.01%
130
2329
$5K ﹤0.01%
800
-200
2330
$5K ﹤0.01%
100
2331
$5K ﹤0.01%
100
2332
$5K ﹤0.01%
500
2333
$5K ﹤0.01%
64
+16
2334
$5K ﹤0.01%
67
2335
$5K ﹤0.01%
2,194
2336
$5K ﹤0.01%
2,000
2337
$4K ﹤0.01%
283
2338
$4K ﹤0.01%
+155
2339
$4K ﹤0.01%
1,500
2340
$4K ﹤0.01%
415
2341
$4K ﹤0.01%
42
-7,506
2342
$4K ﹤0.01%
400
2343
$4K ﹤0.01%
1,000
-5,000
2344
$4K ﹤0.01%
1,137
2345
$4K ﹤0.01%
167
2346
$4K ﹤0.01%
195
2347
$4K ﹤0.01%
+22
2348
$4K ﹤0.01%
84
-486
2349
$4K ﹤0.01%
155
-369
2350
$4K ﹤0.01%
22
92 93
94
95 96