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
551
$369K 0.01%
2,120
+129
552
$367K 0.01%
7,742
-4,960
553
$367K 0.01%
6,770
+668
554
$359K 0.01%
1,584
+1
555
$359K 0.01%
18,101
+13
556
$356K 0.01%
3,557
557
$354K 0.01%
10,452
-11,721
558
$352K 0.01%
6,057
+116
559
$352K 0.01%
3,161
-610
560
$352K 0.01%
2,784
+2,779
561
$349K 0.01%
8,264
+2,246
562
$349K 0.01%
6,317
+23
563
$348K 0.01%
11,845
-2,242
564
$343K 0.01%
16,514
+15,528
565
$341K 0.01%
1,869
-131
566
$341K 0.01%
17,128
-1,254
567
$339K 0.01%
7,597
+169
568
$338K 0.01%
5,224
-2,267
569
$338K 0.01%
7,444
-1,936
570
$338K 0.01%
7,037
-3,754
571
$336K 0.01%
2,252
-3,664
572
$334K 0.01%
3,968
+2
573
$332K 0.01%
10,078
-387
574
$331K 0.01%
2,309
-199
575
$330K 0.01%
2,180
+773
21 22
23
24 25