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
1126
$57.1K ﹤0.01%
4,390
1127
$57K ﹤0.01%
3,942
1128
$57K ﹤0.01%
5,584
1129
$56.9K ﹤0.01%
957
-1,018
1130
$56.8K ﹤0.01%
2,247
+10
1131
$56.6K ﹤0.01%
603
+226
1132
$56.5K ﹤0.01%
10,200
1133
$56.4K ﹤0.01%
516
1134
$56.3K ﹤0.01%
+2,883
1135
$56.2K ﹤0.01%
+2,050
1136
$56.1K ﹤0.01%
1,683
+93
1137
$56.1K ﹤0.01%
6,201
-2,300
1138
$55.9K ﹤0.01%
744
+3
1139
$55.9K ﹤0.01%
5,461
-1,885
1140
$55.7K ﹤0.01%
526
+6
1141
$55.6K ﹤0.01%
1,101
+84
1142
$55.6K ﹤0.01%
1,906
+678
1143
$55.3K ﹤0.01%
4,720
1144
$55.2K ﹤0.01%
8,820
1145
$55.2K ﹤0.01%
1,296
-128
1146
$55.2K ﹤0.01%
2,244
+179
1147
$55.1K ﹤0.01%
+303
1148
$55K ﹤0.01%
465
+235
1149
$55K ﹤0.01%
457
-71
1150
$54.9K ﹤0.01%
1,810
44 45
46
47 48