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
751
$174K 0.01%
+11,554
752
$174K 0.01%
4,914
+1,327
753
$173K 0.01%
1,597
+25
754
$173K 0.01%
7,701
755
$173K 0.01%
13,451
756
$173K 0.01%
533
-279
757
$172K 0.01%
4,949
+1,920
758
$171K 0.01%
6,747
759
$171K 0.01%
2,223
760
$171K 0.01%
44,540
761
$170K 0.01%
33,695
+5,045
762
$170K 0.01%
4,361
-15,486
763
$169K 0.01%
201
+35
764
$169K 0.01%
3,629
765
$168K 0.01%
3,132
+26
766
$167K 0.01%
2,428
-119
767
$167K 0.01%
2,940
768
$165K 0.01%
7,246
+600
769
$165K 0.01%
16,242
-798
770
$165K 0.01%
11,060
+10,600
771
$164K 0.01%
2,290
-101
772
$164K 0.01%
2,760
+1,147
773
$164K 0.01%
1,118
-43
774
$162K 0.01%
4,562
+258
775
$162K 0.01%
5,342
-503
29 30
31
32 33