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
26
$18.5M 0.71%
394,547
+11,494
27
$18.3M 0.7%
79,454
-23,222
28
$18M 0.69%
60,054
+18,054
29
$17.1M 0.65%
30,224
-6,756
30
$16.9M 0.64%
122,528
+1,326
31
$16.8M 0.64%
232,346
+20,423
32
$16.7M 0.64%
259,530
+27,376
33
$16.7M 0.63%
253,995
+61,462
34
$15.5M 0.59%
28,879
-5,579
35
$15.3M 0.58%
222,074
+23,868
36
$15M 0.57%
342,791
+74,003
37
$14.7M 0.56%
54,459
+6,498
38
$14.6M 0.55%
110,384
+1,148
39
$14.5M 0.55%
99,713
+50,176
40
$14M 0.53%
39,976
+3,804
41
$13.9M 0.53%
169,005
+2,272
42
$13.9M 0.53%
146,859
+385
43
$13.9M 0.53%
52,105
-158
44
$13.8M 0.53%
117,739
-19,009
45
$13.8M 0.52%
45,620
+12,671
46
$13.4M 0.51%
53,621
-8,584
47
$13.4M 0.51%
148,344
+17,410
48
$13.1M 0.5%
126,021
+14,567
49
$13.1M 0.5%
243,653
+24,920
50
$12.8M 0.49%
126,391
+29,121
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