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
876
$123K ﹤0.01%
6,414
877
$123K ﹤0.01%
+2,778
878
$123K ﹤0.01%
8,600
879
$123K ﹤0.01%
3,800
880
$123K ﹤0.01%
1,713
+786
881
$122K ﹤0.01%
3,119
+4
882
$122K ﹤0.01%
6,479
-1,334
883
$122K ﹤0.01%
732
-403
884
$122K ﹤0.01%
824
+603
885
$122K ﹤0.01%
3,624
+197
886
$122K ﹤0.01%
4,604
-146
887
$121K ﹤0.01%
3,407
-105
888
$121K ﹤0.01%
1,278
-250
889
$120K ﹤0.01%
2,783
-250
890
$120K ﹤0.01%
3,120
+682
891
$119K ﹤0.01%
1,328
-5
892
$119K ﹤0.01%
1,094
-269
893
$119K ﹤0.01%
2,383
-25
894
$119K ﹤0.01%
4,338
-664
895
$118K ﹤0.01%
3,674
896
$118K ﹤0.01%
1,558
+5
897
$118K ﹤0.01%
16,039
+1,767
898
$117K ﹤0.01%
4,565
+24
899
$117K ﹤0.01%
3,058
900
$117K ﹤0.01%
12,329
34 35
36
37 38