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
476
$495K 0.02%
1,005
-6,929
477
$493K 0.02%
6,593
+6,234
478
$493K 0.02%
3,797
+178
479
$492K 0.02%
+106,556
480
$491K 0.02%
2,519
+261
481
$488K 0.02%
6,596
+6,403
482
$483K 0.02%
27,992
+52
483
$483K 0.02%
12,171
+4,390
484
$479K 0.02%
1,954
485
$475K 0.02%
15,870
+4,235
486
$471K 0.02%
3,477
+92
487
$471K 0.02%
10,366
+851
488
$471K 0.02%
25,896
+960
489
$470K 0.02%
12,148
+4,003
490
$467K 0.02%
8,216
-377
491
$464K 0.02%
61,250
-24,250
492
$463K 0.02%
6,792
+1,686
493
$462K 0.02%
14,584
+4,165
494
$460K 0.02%
7,305
-9
495
$458K 0.02%
35,352
+482
496
$457K 0.02%
7,290
+590
497
$453K 0.02%
2,773
-2
498
$449K 0.02%
3,660
-728
499
$443K 0.02%
4,004
+4
500
$443K 0.02%
15,700
+2,600
18 19
20
21 22