SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
626
$264K 0.01%
2,768
+1,006
627
$263K 0.01%
2,010
-64
628
$263K 0.01%
2,843
629
$262K 0.01%
2,852
+756
630
$262K 0.01%
2,545
-388
631
$261K 0.01%
3,780
-1,087
632
$261K 0.01%
7,499
-1
633
$261K 0.01%
2,753
-1,886
634
$260K 0.01%
3,000
-385
635
$260K 0.01%
2,581
+60
636
$258K 0.01%
9,130
637
$258K 0.01%
13,964
-4,185
638
$256K 0.01%
937
-1,953
639
$254K 0.01%
1,821
-16
640
$254K 0.01%
7,320
+930
641
$253K 0.01%
22,703
-5,209
642
$253K 0.01%
16,496
+14
643
$252K 0.01%
27,106
-225
644
$252K 0.01%
4,297
+4,218
645
$250K 0.01%
9,572
+4,744
646
$249K 0.01%
19,696
-30,072
647
$248K 0.01%
1,990
+1,306
648
$246K 0.01%
5,382
-4,327
649
$246K 0.01%
2,380
+314
650
$244K 0.01%
9,652
+155
24 25
26
27 28