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
2351
$4K ﹤0.01%
200
2352
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200
2353
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-300
2354
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60
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2355
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30
2356
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2357
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155
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2358
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2359
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36
-28
2360
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2361
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108
-6,814
2362
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+13
2363
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2364
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1,000
2365
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300
2366
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120
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2367
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532
2368
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99
-3,762
2369
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200
-100
2370
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+135
2371
$4K ﹤0.01%
100
-285
2372
$4K ﹤0.01%
+8
2373
$4K ﹤0.01%
205
2374
$4K ﹤0.01%
500
-2,150
2375
$4K ﹤0.01%
101
93 94
95
96 97