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
2376
$4K ﹤0.01%
104
-508
2377
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+200
2378
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84
2379
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110
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64
+16
2381
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321
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2383
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1
2384
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100
2385
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927
2386
$4K ﹤0.01%
100
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2387
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308
-3,267
2388
$4K ﹤0.01%
76
-341
2389
$3K ﹤0.01%
83
-25
2390
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2391
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80
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34
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100
2395
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125
-200
2396
$3K ﹤0.01%
100
-2,410
2397
$3K ﹤0.01%
400
2398
$3K ﹤0.01%
254
2399
$3K ﹤0.01%
30
2400
$3K ﹤0.01%
+35
94 95
96
97 98