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
901
$116K ﹤0.01%
2,085
-169
902
$116K ﹤0.01%
9,300
903
$116K ﹤0.01%
2,375
-729
904
$116K ﹤0.01%
10,967
+6,190
905
$115K ﹤0.01%
3,598
-790
906
$115K ﹤0.01%
6,899
907
$115K ﹤0.01%
677
+27
908
$115K ﹤0.01%
1,373
+4
909
$114K ﹤0.01%
1,706
+1,211
910
$114K ﹤0.01%
8,598
911
$114K ﹤0.01%
3,441
-1,260
912
$113K ﹤0.01%
4,742
+1
913
$113K ﹤0.01%
1,984
+657
914
$113K ﹤0.01%
8,223
-2,692
915
$112K ﹤0.01%
6,645
916
$112K ﹤0.01%
6,399
+17
917
$112K ﹤0.01%
1,277
918
$112K ﹤0.01%
11,584
+800
919
$111K ﹤0.01%
2,270
-61
920
$111K ﹤0.01%
5,799
+3,119
921
$111K ﹤0.01%
4,146
+425
922
$110K ﹤0.01%
2,083
-86
923
$110K ﹤0.01%
2,190
-918
924
$110K ﹤0.01%
4,074
-210
925
$110K ﹤0.01%
1,193
-455
35 36
37
38 39