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
801
$152K 0.01%
4,358
-700
802
$152K 0.01%
5,470
803
$151K 0.01%
1,880
+23
804
$151K 0.01%
2,196
+60
805
$151K 0.01%
3,208
+138
806
$151K 0.01%
4,560
807
$150K 0.01%
1,827
+25
808
$149K 0.01%
581
-99
809
$148K 0.01%
17,179
+211
810
$147K 0.01%
16,919
-1,427
811
$146K 0.01%
3,558
-565
812
$146K 0.01%
7,460
-1,291
813
$146K 0.01%
1,010
-10,617
814
$145K 0.01%
2,337
+399
815
$145K 0.01%
3,141
+17
816
$145K 0.01%
2,042
-85
817
$143K 0.01%
3,893
-321
818
$143K 0.01%
6,662
819
$143K 0.01%
6,057
-324
820
$142K 0.01%
5,232
+16
821
$142K 0.01%
4,222
+54
822
$142K 0.01%
980
-143
823
$141K 0.01%
1,812
+1,154
824
$141K 0.01%
2,132
+278
825
$140K 0.01%
2,396
+2,204
31 32
33
34 35