Spire Wealth Management’s UWM Holdings UWMC Stock Holding History

Spire Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.45K	Buy	1,070 +70	+7%	+$218	﹤0.01%	1967
2026 Q1	$3.62K	Hold	1,000	–	–	﹤0.01%	1912
2025 Q4	$4.38K	Hold	1,000	–	–	﹤0.01%	1942
2025 Q3	$6.09K	Hold	1,000	–	–	﹤0.01%	1910
2025 Q2	$4.14K	Hold	1,000	–	–	﹤0.01%	2003
2025 Q1	$5.46K	Hold	1,000	–	–	﹤0.01%	2035
2024 Q4	$5.87K	Hold	1,000	–	–	﹤0.01%	2002
2024 Q3	$8.52K	Hold	1,000	–	–	﹤0.01%	1681
2024 Q2	$6.93K	Hold	1,000	–	–	﹤0.01%	1747
2024 Q1	$7.26K	Hold	1,000	–	–	﹤0.01%	1815
2023 Q4	$6.35K	Hold	1,000	–	–	﹤0.01%	1896
2023 Q3	$4.85K	Hold	1,000	–	–	﹤0.01%	1950
2023 Q2	$5.6K	Hold	1,000	–	–	﹤0.01%	1970
2023 Q1	$4.91K	Hold	1,000	–	–	﹤0.01%	2038
2022 Q4	$3K	Hold	1,000	–	–	﹤0.01%	1999
2022 Q3	$3K	Sell	1,000 -3,776	-79%	-$13.9K	﹤0.01%	1896
2022 Q2	$17K	Buy	4,776 +90	+2%	+$345	﹤0.01%	1741
2022 Q1	$21K	Buy	4,686 +59	+1%	+$285	﹤0.01%	1795
2021 Q4	$27K	Buy	4,627 +53	+1%	+$358	﹤0.01%	2011
2021 Q3	$32K	Buy	4,574 +42	+0.9%	+$313	﹤0.01%	1663
2021 Q2	$38K	Buy	4,532 +32	+0.7%	+$268	﹤0.01%	1603
2021 Q1	$36K	Buy	+4,500	New	+$43.6K	﹤0.01%	1894

Other funds holding UWMC

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return