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
351
$917K 0.03%
4,517
+2,279
352
$913K 0.03%
8,221
-1,704
353
$908K 0.03%
3,955
+973
354
$903K 0.03%
18,113
+1,001
355
$898K 0.03%
3,473
-53
356
$893K 0.03%
25,460
-402
357
$887K 0.03%
8,648
+554
358
$886K 0.03%
44,830
+43,689
359
$885K 0.03%
26,950
+1,330
360
$882K 0.03%
9,996
+207
361
$882K 0.03%
16,588
+211
362
$882K 0.03%
6,957
+1,614
363
$871K 0.03%
26,157
-2,433
364
$868K 0.03%
11,423
-588
365
$862K 0.03%
1,465
-86
366
$859K 0.03%
3,312
-9,023
367
$859K 0.03%
3,569
-14,152
368
$855K 0.03%
39,786
-759
369
$847K 0.03%
20,601
+4,021
370
$836K 0.03%
7,922
+2,857
371
$835K 0.03%
1,896
-1,129
372
$827K 0.03%
5,027
+158
373
$825K 0.03%
26,399
+26,243
374
$824K 0.03%
22,258
-2,414
375
$818K 0.03%
20,025
-5,893
13 14
15
16 17