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
826
$140K 0.01%
1,314
+1
827
$139K 0.01%
27,911
+23,828
828
$139K 0.01%
2,770
+129
829
$138K 0.01%
2,767
+8
830
$138K 0.01%
7,750
831
$138K 0.01%
4,344
+5
832
$137K 0.01%
2,068
+1
833
$137K 0.01%
1,218
-105
834
$136K 0.01%
4,200
835
$136K 0.01%
2,460
+73
836
$136K 0.01%
392
+3
837
$135K 0.01%
2,131
-550
838
$135K 0.01%
6,562
839
$135K 0.01%
2,843
840
$134K 0.01%
2,728
841
$134K 0.01%
3,650
842
$133K 0.01%
2,168
843
$133K 0.01%
2,814
+58
844
$132K 0.01%
4,281
845
$132K 0.01%
736
+28
846
$132K 0.01%
3,755
+3,315
847
$132K 0.01%
3,600
+30
848
$132K 0.01%
4,196
-2,094
849
$132K 0.01%
8,582
850
$131K 0.01%
11,121
+96
32 33
34
35 36