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
601
$287K 0.01%
10,616
-2,510
602
$287K 0.01%
2,489
-329
603
$287K 0.01%
8,661
-390
604
$286K 0.01%
4,381
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605
$285K 0.01%
2,334
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606
$285K 0.01%
621
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607
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3,749
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608
$284K 0.01%
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609
$283K 0.01%
1,882
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610
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612
$275K 0.01%
6,062
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613
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$272K 0.01%
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615
$272K 0.01%
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$267K 0.01%
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$267K 0.01%
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$266K 0.01%
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623
$266K 0.01%
20,502
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624
$266K 0.01%
2,351
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625
$264K 0.01%
12,996
-5,402
23 24
25
26 27