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
726
$189K 0.01%
2,610
-95
727
$189K 0.01%
4,007
+1,973
728
$188K 0.01%
1,911
+55
729
$188K 0.01%
6,553
-1,142
730
$188K 0.01%
10,338
+1,042
731
$188K 0.01%
388
-63
732
$188K 0.01%
5,121
+19
733
$187K 0.01%
2,031
+511
734
$186K 0.01%
4,524
+2,202
735
$186K 0.01%
7,492
-681
736
$184K 0.01%
2,978
+2,093
737
$183K 0.01%
459
-7,991
738
$183K 0.01%
931
-12,767
739
$182K 0.01%
3,302
-664
740
$180K 0.01%
897
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741
$180K 0.01%
5,425
742
$180K 0.01%
14,050
-3,650
743
$179K 0.01%
4,424
+4,058
744
$179K 0.01%
29,070
+377
745
$178K 0.01%
2,991
+17
746
$177K 0.01%
4,471
+2,010
747
$177K 0.01%
2,370
+225
748
$175K 0.01%
1,355
+251
749
$175K 0.01%
5,155
-195
750
$175K 0.01%
3,310
+53
28 29
30
31 32