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
2426
$3K ﹤0.01%
13
-638
2427
$3K ﹤0.01%
34
-125
2428
$3K ﹤0.01%
4
-14
2429
$3K ﹤0.01%
3
-2
2430
$3K ﹤0.01%
61
+16
2431
$3K ﹤0.01%
68
-32
2432
$3K ﹤0.01%
200
2433
$3K ﹤0.01%
66
2434
$3K ﹤0.01%
10
+1
2435
$3K ﹤0.01%
182
2436
$3K ﹤0.01%
158
2437
$3K ﹤0.01%
37
-17
2438
$3K ﹤0.01%
77
2439
$3K ﹤0.01%
28
-14
2440
$3K ﹤0.01%
427
-170
2441
$3K ﹤0.01%
166
2442
$3K ﹤0.01%
268
2443
$3K ﹤0.01%
102
-4,156
2444
$3K ﹤0.01%
30
2445
$3K ﹤0.01%
1,000
2446
$3K ﹤0.01%
+63
2447
$3K ﹤0.01%
36
2448
$3K ﹤0.01%
33
-271
2449
$3K ﹤0.01%
55
2450
$3K ﹤0.01%
142
-436
96 97
98
99 100