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
401
$726K 0.03%
6,467
-1,986
402
$724K 0.03%
12,519
+75
403
$718K 0.03%
11,930
-96
404
$716K 0.03%
27,056
+3,932
405
$709K 0.03%
3,370
+3,365
406
$704K 0.03%
17,432
+3,333
407
$696K 0.03%
3,656
+2,558
408
$692K 0.03%
11,238
-3
409
$691K 0.03%
20,631
410
$683K 0.03%
5,354
-1,079
411
$682K 0.03%
2,960
+72
412
$682K 0.03%
70,429
-5,766
413
$677K 0.03%
8,607
414
$672K 0.03%
20,093
415
$672K 0.03%
23,212
+7,685
416
$671K 0.03%
456
-4
417
$666K 0.03%
7,271
-142
418
$662K 0.03%
18,099
+655
419
$661K 0.03%
8,961
+716
420
$659K 0.03%
26,902
+4,267
421
$656K 0.03%
16,223
+16,122
422
$655K 0.02%
12,708
+2,045
423
$655K 0.02%
5,789
+857
424
$653K 0.02%
13,026
+658
425
$653K 0.02%
12,962
+5,658
15 16
17
18 19