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
526
$395K 0.02%
2,962
+2,737
527
$395K 0.02%
13,013
-101,450
528
$394K 0.02%
1,667
+5
529
$393K 0.02%
4,065
-19
530
$390K 0.01%
1,950
+304
531
$388K 0.01%
17,831
+4,725
532
$387K 0.01%
+50,624
533
$387K 0.01%
1,460
-208
534
$387K 0.01%
7,155
+30
535
$385K 0.01%
2,704
-917
536
$384K 0.01%
3,772
+272
537
$382K 0.01%
11,319
538
$380K 0.01%
2,683
+282
539
$380K 0.01%
4,879
540
$380K 0.01%
4,573
+200
541
$380K 0.01%
11,158
+8
542
$379K 0.01%
48,671
+22,475
543
$376K 0.01%
2,100
-20
544
$376K 0.01%
16,648
+1,089
545
$375K 0.01%
25,661
+14,530
546
$373K 0.01%
4,971
+2,773
547
$373K 0.01%
7,226
+28
548
$371K 0.01%
4,176
+1
549
$371K 0.01%
835
+81
550
$370K 0.01%
11,349
-1
20 21
22
23 24