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
76
$6.95M 0.26%
132,352
+351
77
$6.94M 0.26%
29,531
-97
78
$6.83M 0.26%
115,947
+14,524
79
$6.47M 0.25%
41,546
-1,343
80
$6.42M 0.24%
272,292
+10,107
81
$6.32M 0.24%
28,736
+6,950
82
$6.26M 0.24%
107,345
+92,942
83
$6.24M 0.24%
70,469
+3,721
84
$6.08M 0.23%
51,882
-66
85
$6.06M 0.23%
14,627
-202
86
$5.84M 0.22%
15,980
+12,300
87
$5.78M 0.22%
35,908
+16,065
88
$5.77M 0.22%
24,622
+628
89
$5.7M 0.22%
36,700
+2,261
90
$5.69M 0.22%
16,377
-6,796
91
$5.65M 0.22%
50,057
-20,941
92
$5.65M 0.22%
144,186
+1,790
93
$5.6M 0.21%
10,025
-6,416
94
$5.6M 0.21%
121,784
+104,380
95
$5.34M 0.2%
12,273
-276
96
$5.26M 0.2%
64,903
+4,265
97
$5.24M 0.2%
11,425
-4,098
98
$5.18M 0.2%
107,685
-6,047
99
$5.18M 0.2%
50,274
-1,390
100
$5.09M 0.19%
58,967
-5,890
2 3
4
5 6