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
701
$208K 0.01%
5,062
702
$208K 0.01%
4,152
+419
703
$208K 0.01%
2,190
+171
704
$206K 0.01%
1,346
+391
705
$205K 0.01%
3,517
+559
706
$205K 0.01%
+7,578
707
$205K 0.01%
6,078
+2,078
708
$203K 0.01%
2,598
+180
709
$202K 0.01%
1,659
-244
710
$202K 0.01%
8,918
711
$202K 0.01%
2,222
-23
712
$200K 0.01%
5,130
713
$199K 0.01%
1,643
-483
714
$197K 0.01%
3,443
-11,284
715
$197K 0.01%
10,118
716
$196K 0.01%
7,340
+251
717
$195K 0.01%
2,169
718
$195K 0.01%
2,913
+1,143
719
$195K 0.01%
7,677
+13
720
$193K 0.01%
3,940
721
$192K 0.01%
467
+51
722
$191K 0.01%
4,369
+4,181
723
$190K 0.01%
1,981
+266
724
$190K 0.01%
1,746
725
$189K 0.01%
7,365
+1,680
27 28
29
30 31