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
326
$998K 0.04%
23,450
+3,656
327
$997K 0.04%
105,726
+7
328
$993K 0.04%
28,400
-1
329
$992K 0.04%
58,785
+12,304
330
$991K 0.04%
9,817
-17,672
331
$987K 0.04%
9,381
+4,746
332
$985K 0.04%
11,334
-1,340
333
$983K 0.04%
22,574
+7,132
334
$973K 0.04%
46,970
+502
335
$972K 0.04%
11,360
+4
336
$969K 0.04%
19,606
+1,211
337
$967K 0.04%
2,483
-117
338
$965K 0.04%
17,585
+2,158
339
$951K 0.04%
13,028
-155
340
$951K 0.04%
8,602
+2,218
341
$950K 0.04%
21,262
-2,669
342
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4,686
-716
343
$936K 0.04%
35,850
+2,463
344
$932K 0.04%
18,432
-1,406
345
$931K 0.04%
15,368
+619
346
$930K 0.04%
4,210
-1,905
347
$927K 0.04%
5,538
+555
348
$927K 0.04%
300
-1,094
349
$925K 0.04%
25,456
+2
350
$923K 0.04%
17,044
+2,759
12 13
14
15 16