SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,509
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.44M
3
+$7.28M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$6.37M
5
META icon
Meta Platforms (Facebook)
META
+$5.42M

Top Sells

1
+$21M
2
+$20.3M
3
+$7.21M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.88M
5
V icon
Visa
V
+$5.34M

Sector Composition

1 Technology 12.49%
2 Consumer Discretionary 5.23%
3 Financials 4.71%
4 Healthcare 4.02%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.92M 0.07%
8,982
+3,433
227
$1.9M 0.07%
+99,179
228
$1.87M 0.07%
25,924
+888
229
$1.87M 0.07%
19,511
-3,033
230
$1.86M 0.07%
19,138
-889
231
$1.86M 0.07%
14,996
-4,507
232
$1.84M 0.07%
19,638
+1,297
233
$1.84M 0.07%
22,584
+7
234
$1.84M 0.07%
23,369
+3,074
235
$1.83M 0.07%
17,291
+1,453
236
$1.78M 0.07%
33,086
+919
237
$1.77M 0.07%
105,132
-4,044
238
$1.77M 0.07%
74,303
+1,553
239
$1.77M 0.07%
6,569
-90
240
$1.74M 0.07%
5,389
+1,246
241
$1.73M 0.07%
12,396
-10,713
242
$1.72M 0.07%
22,676
+17,032
243
$1.72M 0.07%
4,452
+527
244
$1.7M 0.06%
10,892
+5,183
245
$1.68M 0.06%
19,235
-121
246
$1.68M 0.06%
2,597
+121
247
$1.65M 0.06%
95,347
+16,087
248
$1.65M 0.06%
23,124
+1,314
249
$1.65M 0.06%
32,792
+7,921
250
$1.61M 0.06%
15,734
+4,094
8 9
10
11 12