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
451
$569K 0.02%
10,642
+480
452
$567K 0.02%
4,537
-538
453
$566K 0.02%
2,643
+130
454
$563K 0.02%
18,133
+9,400
455
$563K 0.02%
4,877
-415
456
$555K 0.02%
6,107
+13
457
$550K 0.02%
5,565
-184
458
$547K 0.02%
8,317
+2,295
459
$547K 0.02%
3,904
+705
460
$547K 0.02%
3,038
+61
461
$547K 0.02%
8,278
-38,445
462
$541K 0.02%
7,985
-325
463
$541K 0.02%
2,597
-406
464
$535K 0.02%
16,240
+901
465
$534K 0.02%
9,162
-146
466
$533K 0.02%
15,690
-8,838
467
$532K 0.02%
16,980
468
$530K 0.02%
4,183
+1,368
469
$529K 0.02%
2,655
+100
470
$524K 0.02%
17,385
+1,008
471
$519K 0.02%
5,631
+5,011
472
$519K 0.02%
6,987
+143
473
$517K 0.02%
7,632
-515
474
$498K 0.02%
4,602
+219
475
$497K 0.02%
15,603
+18
17 18
19
20 21