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
1076
$64.7K ﹤0.01%
1,483
-213
1077
$64.6K ﹤0.01%
981
-15
1078
$64.2K ﹤0.01%
2,923
-2,923
1079
$63.8K ﹤0.01%
768
-375
1080
$63.5K ﹤0.01%
1,988
-7
1081
$63.4K ﹤0.01%
413
+6
1082
$63.4K ﹤0.01%
5,145
+860
1083
$63.1K ﹤0.01%
2,166
+971
1084
$62.9K ﹤0.01%
1,800
1085
$62.9K ﹤0.01%
783
+6
1086
$62.9K ﹤0.01%
1,359
+3
1087
$62.8K ﹤0.01%
2,488
+176
1088
$62.8K ﹤0.01%
2,190
-175
1089
$62.6K ﹤0.01%
1,392
1090
$62.6K ﹤0.01%
1,795
-3,355
1091
$62.6K ﹤0.01%
+3,098
1092
$62.5K ﹤0.01%
850
+100
1093
$62.4K ﹤0.01%
4,256
+27
1094
$62.3K ﹤0.01%
1,520
1095
$62.2K ﹤0.01%
4,819
-4,058
1096
$62.1K ﹤0.01%
10,407
+1,633
1097
$62K ﹤0.01%
825
1098
$61.3K ﹤0.01%
+2,421
1099
$61.3K ﹤0.01%
1,326
+50
1100
$60.7K ﹤0.01%
1,163
-666
42 43
44
45 46