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
1101
$60.5K ﹤0.01%
614
-10,564
1102
$60.3K ﹤0.01%
4,150
1103
$60.3K ﹤0.01%
1,433
+972
1104
$60.2K ﹤0.01%
1,020
1105
$60.2K ﹤0.01%
693
+81
1106
$60K ﹤0.01%
5,900
1107
$59.9K ﹤0.01%
4,170
-5,159
1108
$59.7K ﹤0.01%
532
-210
1109
$59.6K ﹤0.01%
1,363
-488
1110
$59.3K ﹤0.01%
3,465
1111
$59.2K ﹤0.01%
354
1112
$59.2K ﹤0.01%
7,712
1113
$59.1K ﹤0.01%
1,498
-350
1114
$58.9K ﹤0.01%
814
1115
$58.5K ﹤0.01%
2,280
1116
$58.2K ﹤0.01%
4,837
1117
$58.2K ﹤0.01%
6,150
1118
$58.2K ﹤0.01%
778
-498
1119
$58.1K ﹤0.01%
2,917
1120
$58K ﹤0.01%
1,396
-897
1121
$57.8K ﹤0.01%
5,244
+1,910
1122
$57.8K ﹤0.01%
3,195
+578
1123
$57.7K ﹤0.01%
6,268
+21
1124
$57.5K ﹤0.01%
2,000
1125
$57.3K ﹤0.01%
1,950
43 44
45
46 47