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
576
$328K 0.01%
1,928
-228
577
$324K 0.01%
2,676
-1
578
$321K 0.01%
12,560
+6,097
579
$320K 0.01%
5,470
-910
580
$319K 0.01%
6,114
-50
581
$315K 0.01%
10,568
-181
582
$314K 0.01%
3,869
-600
583
$312K 0.01%
12,102
+4
584
$312K 0.01%
+3,399
585
$310K 0.01%
18,018
-7,102
586
$309K 0.01%
78,879
+69,843
587
$309K 0.01%
9,949
-1
588
$309K 0.01%
6,658
+1,368
589
$306K 0.01%
3,257
590
$304K 0.01%
9,907
+2
591
$302K 0.01%
654
+5
592
$301K 0.01%
5,290
-43
593
$301K 0.01%
17,594
+12,594
594
$301K 0.01%
8,920
-1,716
595
$298K 0.01%
5,759
+2,048
596
$298K 0.01%
9,810
-90,830
597
$293K 0.01%
9,056
+4,270
598
$293K 0.01%
1,602
+1,308
599
$291K 0.01%
12,152
+337
600
$290K 0.01%
114
-1
22 23
24
25 26