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
926
$109K ﹤0.01%
2,044
-188
927
$109K ﹤0.01%
2,797
-1,000
928
$109K ﹤0.01%
21,529
+21,400
929
$109K ﹤0.01%
2,000
930
$109K ﹤0.01%
6,585
-1,750
931
$108K ﹤0.01%
211
+9
932
$108K ﹤0.01%
26,353
-6,193
933
$108K ﹤0.01%
3,127
-28
934
$108K ﹤0.01%
723
+1
935
$106K ﹤0.01%
2,994
936
$106K ﹤0.01%
3,075
-312
937
$105K ﹤0.01%
991
+815
938
$105K ﹤0.01%
5,740
-6,052
939
$105K ﹤0.01%
2,948
-146
940
$104K ﹤0.01%
23,594
+10
941
$104K ﹤0.01%
11,664
-1,124
942
$103K ﹤0.01%
580
-1
943
$103K ﹤0.01%
2,731
944
$103K ﹤0.01%
+3,730
945
$103K ﹤0.01%
1,339
-4,392
946
$102K ﹤0.01%
3,483
-20
947
$102K ﹤0.01%
1,604
+11
948
$102K ﹤0.01%
12,000
949
$102K ﹤0.01%
3,244
-131
950
$102K ﹤0.01%
1,816
-134
36 37
38
39 40