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
651
$244K 0.01%
9,315
652
$244K 0.01%
9,834
-22,841
653
$243K 0.01%
4,017
-531
654
$242K 0.01%
735
+1
655
$242K 0.01%
191
-52
656
$242K 0.01%
66,456
+118
657
$241K 0.01%
39,900
+2,161
658
$241K 0.01%
5,305
-1,113
659
$241K 0.01%
2,207
-1
660
$240K 0.01%
8,713
+36
661
$239K 0.01%
1,217
+3
662
$239K 0.01%
5,159
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663
$238K 0.01%
4,152
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664
$238K 0.01%
3,162
-40
665
$237K 0.01%
10,734
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666
$237K 0.01%
21,495
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667
$236K 0.01%
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668
$234K 0.01%
6,805
+5,126
669
$231K 0.01%
2,280
670
$231K 0.01%
8,086
671
$230K 0.01%
7,643
-4,847
672
$230K 0.01%
932
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673
$229K 0.01%
5,239
+1
674
$229K 0.01%
1,143
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675
$228K 0.01%
4,588
+30
25 26
27
28 29