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
676
$228K 0.01%
22,316
+10,386
677
$227K 0.01%
3,325
+2,450
678
$225K 0.01%
5,747
+5,473
679
$225K 0.01%
12,255
-109
680
$224K 0.01%
1,844
+393
681
$224K 0.01%
4,625
-29
682
$223K 0.01%
2,688
-67
683
$223K 0.01%
2,674
+312
684
$223K 0.01%
2,956
+439
685
$223K 0.01%
818
+1
686
$223K 0.01%
6,619
+140
687
$222K 0.01%
6,018
+2,990
688
$221K 0.01%
1,129
689
$219K 0.01%
1,478
+1,145
690
$216K 0.01%
5,644
+14
691
$214K 0.01%
3,744
+1,107
692
$214K 0.01%
12,598
693
$211K 0.01%
1,272
+366
694
$211K 0.01%
2,747
+24
695
$210K 0.01%
5,657
+5,576
696
$210K 0.01%
6,853
+88
697
$210K 0.01%
4,965
-1,051
698
$210K 0.01%
5,451
-2,659
699
$209K 0.01%
3,229
-288
700
$209K 0.01%
4,893
-157
26 27
28
29 30