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
1026
$77.3K ﹤0.01%
1,893
+1,797
1027
$77.1K ﹤0.01%
9,587
+35
1028
$77K ﹤0.01%
1,454
+1,429
1029
$77K ﹤0.01%
724
1030
$76.9K ﹤0.01%
7,794
+170
1031
$76.3K ﹤0.01%
1,378
-1,473
1032
$76.2K ﹤0.01%
1,364
-654
1033
$76.1K ﹤0.01%
7,071
-4,712
1034
$74.7K ﹤0.01%
261
+25
1035
$74.4K ﹤0.01%
2,250
1036
$74.3K ﹤0.01%
2,012
+1,793
1037
$74.2K ﹤0.01%
3,105
-19,134
1038
$74K ﹤0.01%
759
1039
$72.6K ﹤0.01%
704
1040
$72.5K ﹤0.01%
5,400
1041
$72.3K ﹤0.01%
1,157
-6
1042
$72.2K ﹤0.01%
1,465
1043
$71.8K ﹤0.01%
4,938
-6,106
1044
$71.8K ﹤0.01%
7,000
-117
1045
$71.3K ﹤0.01%
1,795
1046
$71.3K ﹤0.01%
4,103
+127
1047
$71.2K ﹤0.01%
2,588
-110
1048
$71.2K ﹤0.01%
3,202
+414
1049
$70.9K ﹤0.01%
883
+51
1050
$70.9K ﹤0.01%
1,052
40 41
42
43 44