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
276
$1.31M 0.05%
51,412
+198
277
$1.31M 0.05%
48,776
+19,019
278
$1.31M 0.05%
72,091
+734
279
$1.3M 0.05%
2,848
-582
280
$1.3M 0.05%
15,917
+3,978
281
$1.29M 0.05%
16,435
+14,927
282
$1.29M 0.05%
7,818
-1,503
283
$1.28M 0.05%
56,568
-1,059
284
$1.28M 0.05%
46,625
+5,105
285
$1.27M 0.05%
17,848
-292
286
$1.27M 0.05%
28,996
+336
287
$1.25M 0.05%
2,444
-5,954
288
$1.23M 0.05%
12,707
-1,078
289
$1.22M 0.05%
49,540
-17,371
290
$1.22M 0.05%
86,954
+7,052
291
$1.22M 0.05%
28,923
+85
292
$1.21M 0.05%
65,076
+6
293
$1.21M 0.05%
27,292
+6,588
294
$1.21M 0.05%
7,863
-4,442
295
$1.21M 0.05%
8,808
-185
296
$1.21M 0.05%
39,475
297
$1.21M 0.05%
17,297
-1,288
298
$1.2M 0.05%
56,205
-71
299
$1.2M 0.05%
23,778
-2,414
300
$1.18M 0.05%
19,695
+459
10 11
12
13 14