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
1051
$70.8K ﹤0.01%
161
-12
1052
$70.5K ﹤0.01%
198
-72
1053
$70.4K ﹤0.01%
1,290
+194
1054
$69.6K ﹤0.01%
6,688
-66
1055
$69.2K ﹤0.01%
934
+203
1056
$69.1K ﹤0.01%
17,684
1057
$69K ﹤0.01%
481
+5
1058
$68.8K ﹤0.01%
2,065
1059
$68.7K ﹤0.01%
3,715
+2,080
1060
$68.6K ﹤0.01%
860
-48
1061
$68.2K ﹤0.01%
3,928
-1,558
1062
$67.7K ﹤0.01%
1,342
-12
1063
$67.7K ﹤0.01%
1,149
+2
1064
$66.8K ﹤0.01%
389
+36
1065
$66.3K ﹤0.01%
2,924
-486
1066
$66.3K ﹤0.01%
993
+6
1067
$66.2K ﹤0.01%
1,187
-1,818
1068
$65.9K ﹤0.01%
11,726
+1,360
1069
$65.9K ﹤0.01%
881
+345
1070
$65.7K ﹤0.01%
5,800
1071
$65.6K ﹤0.01%
2,417
+2,307
1072
$65.4K ﹤0.01%
1,028
-484
1073
$65K ﹤0.01%
2,403
+120
1074
$64.9K ﹤0.01%
1,583
-2,794
1075
$64.8K ﹤0.01%
2,184
+536
41 42
43
44 45