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
2451
$3K ﹤0.01%
+2
2452
$2K ﹤0.01%
300
-286
2453
$2K ﹤0.01%
300
-328
2454
$2K ﹤0.01%
216
-106
2455
$2K ﹤0.01%
98
-6,091
2456
$2K ﹤0.01%
27
-100
2457
$2K ﹤0.01%
50
2458
$2K ﹤0.01%
64
2459
$2K ﹤0.01%
42
2460
$2K ﹤0.01%
100
2461
$2K ﹤0.01%
123
2462
$2K ﹤0.01%
+20
2463
$2K ﹤0.01%
297
2464
$2K ﹤0.01%
90
-1,412
2465
$2K ﹤0.01%
225
-4,400
2466
$2K ﹤0.01%
+100
2467
$2K ﹤0.01%
45
-10
2468
$2K ﹤0.01%
73
2469
$2K ﹤0.01%
200
-200
2470
$2K ﹤0.01%
83
-34
2471
– –
0
2472
$2K ﹤0.01%
15
-16
2473
$2K ﹤0.01%
20
-4,025
2474
$2K ﹤0.01%
114
-8,846
2475
$2K ﹤0.01%
300
97 98
99
100 101