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
251
$1.57M 0.06%
32,628
252
$1.55M 0.06%
10,195
+1,703
253
$1.54M 0.06%
26,782
-548
254
$1.52M 0.06%
27,902
-2,965
255
$1.51M 0.06%
29,915
+20,699
256
$1.51M 0.06%
19,272
+667
257
$1.5M 0.06%
15,976
-14,182
258
$1.5M 0.06%
23,428
-8,000
259
$1.48M 0.06%
37,807
-20,926
260
$1.48M 0.06%
39,194
+951
261
$1.48M 0.06%
31,576
+2
262
$1.46M 0.06%
79,246
-41,669
263
$1.44M 0.05%
90,755
+15,616
264
$1.44M 0.05%
40,406
+1,558
265
$1.43M 0.05%
16,931
-499
266
$1.43M 0.05%
178,882
-1,550
267
$1.42M 0.05%
7,519
-305
268
$1.42M 0.05%
11,828
+7,317
269
$1.37M 0.05%
32,742
+28,293
270
$1.37M 0.05%
19,037
-5,006
271
$1.36M 0.05%
191,758
+261
272
$1.35M 0.05%
6,850
-43
273
$1.35M 0.05%
19,425
-173
274
$1.34M 0.05%
7,269
-2,009
275
$1.32M 0.05%
9,201
+291
9 10
11
12 13