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
951
$101K ﹤0.01%
1,056
+2
952
$101K ﹤0.01%
5,344
-211
953
$100K ﹤0.01%
1,887
+73
954
$100K ﹤0.01%
+19,800
955
$99.4K ﹤0.01%
3,030
956
$99.4K ﹤0.01%
1,000
957
$99.4K ﹤0.01%
988
-8
958
$99.4K ﹤0.01%
2,721
+3
959
$99.1K ﹤0.01%
394
-276
960
$99K ﹤0.01%
2,000
961
$98.3K ﹤0.01%
1,548
+9
962
$98K ﹤0.01%
+9,087
963
$96.8K ﹤0.01%
5,436
-1,798
964
$96.6K ﹤0.01%
1,667
+145
965
$96.2K ﹤0.01%
9,220
-2,023
966
$95.7K ﹤0.01%
23,739
+286
967
$95.6K ﹤0.01%
2,289
-3,592
968
$95.3K ﹤0.01%
2,571
+9
969
$95.1K ﹤0.01%
3,673
+82
970
$94.5K ﹤0.01%
8,497
+1,000
971
$94.5K ﹤0.01%
558
+103
972
$94.4K ﹤0.01%
+804
973
$94.2K ﹤0.01%
4,140
-204
974
$93.5K ﹤0.01%
1,815
-155
975
$93.3K ﹤0.01%
2,370
+30
37 38
39
40 41