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
1001
$84.5K ﹤0.01%
1,260
1002
$84.1K ﹤0.01%
6,867
1003
$83.7K ﹤0.01%
12,936
+12,650
1004
$83.6K ﹤0.01%
18,575
+9
1005
$83.6K ﹤0.01%
1,867
-75
1006
$83.6K ﹤0.01%
1,691
-475
1007
$83.5K ﹤0.01%
944
-226
1008
$83.1K ﹤0.01%
1,020
-122
1009
$82.3K ﹤0.01%
262
1010
$82.2K ﹤0.01%
1,526
-42,725
1011
$81.5K ﹤0.01%
6,356
-763
1012
$81.3K ﹤0.01%
3,612
-1,881
1013
$81.2K ﹤0.01%
1,965
+369
1014
$80.8K ﹤0.01%
2,364
-71
1015
$79.7K ﹤0.01%
5,263
1016
$79.5K ﹤0.01%
6,000
1017
$79.5K ﹤0.01%
647
+11
1018
$79.3K ﹤0.01%
1,135
+3
1019
$78.7K ﹤0.01%
2,227
1020
$78.7K ﹤0.01%
1,000
1021
$78.7K ﹤0.01%
9,178
+5
1022
$78.6K ﹤0.01%
1,336
1023
$78K ﹤0.01%
726
+8
1024
$78K ﹤0.01%
8,757
-11,127
1025
$77.9K ﹤0.01%
3,578
+3,237
39 40
41
42 43