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
301
$1.18M 0.04%
60,350
-225
302
$1.17M 0.04%
26,832
-2,475
303
$1.17M 0.04%
+43,610
304
$1.15M 0.04%
14,731
+611
305
$1.15M 0.04%
34,281
-3,475
306
$1.15M 0.04%
150,685
+149
307
$1.12M 0.04%
2,981
-6,145
308
$1.12M 0.04%
4,784
-1,573
309
$1.11M 0.04%
32,300
+2,004
310
$1.11M 0.04%
19,162
-2,943
311
$1.1M 0.04%
+32,509
312
$1.1M 0.04%
8,965
+367
313
$1.1M 0.04%
33,156
+27,318
314
$1.1M 0.04%
12,277
-4
315
$1.1M 0.04%
18,627
-1,439
316
$1.08M 0.04%
17,864
317
$1.06M 0.04%
2
318
$1.06M 0.04%
4,199
-265
319
$1.05M 0.04%
70,143
-1,090
320
$1.02M 0.04%
2,014
-660
321
$1.01M 0.04%
4,524
+45
322
$1.01M 0.04%
4,835
-199
323
$1M 0.04%
80,685
+2,192
324
$1M 0.04%
62,574
+16,482
325
$1,000K 0.04%
9,432
-7,993
11 12
13
14 15