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
426
$652K 0.02%
4,085
+960
427
$649K 0.02%
8,659
+469
428
$648K 0.02%
12,705
-787
429
$640K 0.02%
21,958
+1,058
430
$630K 0.02%
2,224
-162
431
$623K 0.02%
13,069
+1,191
432
$621K 0.02%
10,297
-6,306
433
$619K 0.02%
12,932
-392
434
$618K 0.02%
13,950
+641
435
$616K 0.02%
10,715
436
$610K 0.02%
4,540
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437
$609K 0.02%
37,967
+8,331
438
$607K 0.02%
4,119
-3,972
439
$606K 0.02%
4,064
-184
440
$601K 0.02%
6,581
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441
$601K 0.02%
6,188
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-156
443
$592K 0.02%
9,194
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444
$590K 0.02%
2,399
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445
$590K 0.02%
20,149
+17,849
446
$588K 0.02%
18,833
-779
447
$584K 0.02%
3,843
+1
448
$583K 0.02%
23,666
-166
449
$571K 0.02%
14,702
-17,084
450
$571K 0.02%
8,802
+906
16 17
18
19 20