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
51
$12.7M 0.48%
186,052
+22,473
52
$12.3M 0.47%
242,752
+240,170
53
$12.3M 0.47%
129,953
+4,869
54
$12.1M 0.46%
324,625
-20,490
55
$11.8M 0.45%
89,328
+14,829
56
$11.7M 0.45%
251,148
-148
57
$11.1M 0.42%
160,988
+44
58
$10.8M 0.41%
127,949
+223
59
$10.5M 0.4%
29,308
-897
60
$10.1M 0.39%
61,699
-23,237
61
$10.1M 0.39%
51,450
-2,145
62
$9.86M 0.38%
107,639
+1,553
63
$9.66M 0.37%
24,597
+1,426
64
$9.01M 0.34%
184,064
+39,477
65
$8.8M 0.34%
59,053
+25,536
66
$8.68M 0.33%
82,728
+46,421
67
$8.64M 0.33%
209,446
+12,866
68
$8.56M 0.33%
12,375
+5,045
69
$8.55M 0.33%
50,439
+23,668
70
$8.11M 0.31%
177,411
+3,179
71
$7.83M 0.3%
112,215
-8,613
72
$7.52M 0.29%
37,078
-12,809
73
$7.37M 0.28%
128,720
-34,345
74
$7.13M 0.27%
13,986
+8,210
75
$7.06M 0.27%
126,121
+62,679
1 2
3
4 5