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
976
$93.1K ﹤0.01%
1,340
+75
977
$92.9K ﹤0.01%
1,770
978
$92.2K ﹤0.01%
5,500
+4,380
979
$92.2K ﹤0.01%
1,732
-125
980
$91.7K ﹤0.01%
3,700
981
$90.7K ﹤0.01%
1,465
-4
982
$90K ﹤0.01%
4,897
983
$89.5K ﹤0.01%
9,753
-2,744
984
$89.4K ﹤0.01%
535
-5
985
$89K ﹤0.01%
666
-346
986
$88.9K ﹤0.01%
1,813
-1,425
987
$88.5K ﹤0.01%
1,716
988
$88.4K ﹤0.01%
1,422
+17
989
$88.1K ﹤0.01%
861
-209
990
$88K ﹤0.01%
1,987
-174
991
$87.7K ﹤0.01%
1,989
-98
992
$87.3K ﹤0.01%
3,555
+1
993
$87.2K ﹤0.01%
1,019
-22
994
$86.7K ﹤0.01%
3,221
+2,267
995
$86.4K ﹤0.01%
1,902
+90
996
$86.3K ﹤0.01%
+2,734
997
$85.5K ﹤0.01%
9,018
998
$85.3K ﹤0.01%
721
-28,217
999
$85.2K ﹤0.01%
2,395
-187
1000
$84.8K ﹤0.01%
4,000
38 39
40
41 42