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
851
$130K ﹤0.01%
2,597
+83
852
$130K ﹤0.01%
1,389
-24,016
853
$130K ﹤0.01%
4,884
+4,683
854
$129K ﹤0.01%
889
+213
855
$128K ﹤0.01%
2,400
-690
856
$126K ﹤0.01%
8,733
+160
857
$126K ﹤0.01%
6,900
+2
858
$126K ﹤0.01%
2,000
859
$126K ﹤0.01%
1,855
-57
860
$126K ﹤0.01%
2,088
861
$126K ﹤0.01%
7,076
-5,636
862
$126K ﹤0.01%
+1,862
863
$126K ﹤0.01%
2,991
-286
864
$126K ﹤0.01%
640
+325
865
$125K ﹤0.01%
1,357
-27,573
866
$125K ﹤0.01%
2,213
-456
867
$125K ﹤0.01%
10,362
868
$125K ﹤0.01%
1,761
-83
869
$124K ﹤0.01%
472
+13
870
$124K ﹤0.01%
1,650
+100
871
$124K ﹤0.01%
700
872
$124K ﹤0.01%
15,086
+13,200
873
$124K ﹤0.01%
8,256
+3,212
874
$124K ﹤0.01%
1,700
-200
875
$124K ﹤0.01%
3,934
-2,438
33 34
35
36 37