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
2401
$3K ﹤0.01%
216
-46
2402
$3K ﹤0.01%
16
2403
$3K ﹤0.01%
+44
2404
$3K ﹤0.01%
251
+1
2405
$3K ﹤0.01%
112
-1,400
2406
$3K ﹤0.01%
75
-1,201
2407
$3K ﹤0.01%
42
2408
$3K ﹤0.01%
60
-6,577
2409
$3K ﹤0.01%
120
-1,500
2410
$3K ﹤0.01%
15
2411
$3K ﹤0.01%
18
2412
$3K ﹤0.01%
155
2413
$3K ﹤0.01%
100
2414
$3K ﹤0.01%
51
2415
$3K ﹤0.01%
+322
2416
$3K ﹤0.01%
142
-5,504
2417
$3K ﹤0.01%
30
2418
$3K ﹤0.01%
380
2419
$3K ﹤0.01%
63
2420
$3K ﹤0.01%
+22
2421
$3K ﹤0.01%
125
-1,739
2422
$3K ﹤0.01%
330
2423
$3K ﹤0.01%
200
2424
$3K ﹤0.01%
100
2425
$3K ﹤0.01%
179
-1
95 96
97
98 99