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
501
$443K 0.02%
11,091
502
$442K 0.02%
2,056
-14,570
503
$439K 0.02%
2,122
-163
504
$438K 0.02%
4,679
-9,041
505
$436K 0.02%
14,785
506
$436K 0.02%
8,726
-2,315
507
$435K 0.02%
30,380
-12,125
508
$430K 0.02%
6,967
+201
509
$429K 0.02%
8,428
+268
510
$429K 0.02%
+19,607
511
$429K 0.02%
21,555
512
$426K 0.02%
6,696
+3,333
513
$422K 0.02%
64,906
+17,700
514
$417K 0.02%
12,407
+317
515
$417K 0.02%
13,683
-2
516
$414K 0.02%
7,456
+2,049
517
$413K 0.02%
8,081
-4
518
$409K 0.02%
24,696
-1,343
519
$407K 0.02%
3,843
-664
520
$406K 0.02%
932
-25
521
$403K 0.02%
6,362
+5
522
$400K 0.02%
39,491
-34,130
523
$400K 0.02%
8,227
-6,181
524
$397K 0.02%
6,942
+49
525
$396K 0.02%
4,398
+4,330
19 20
21
22 23