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
1151
$54.8K ﹤0.01%
423
+238
1152
$54.6K ﹤0.01%
970
-25
1153
$54.5K ﹤0.01%
716
+116
1154
$54.4K ﹤0.01%
696
-1,322
1155
$54.3K ﹤0.01%
968
-115
1156
$54.3K ﹤0.01%
558
1157
$54K ﹤0.01%
3,043
+11
1158
$53.6K ﹤0.01%
10,295
+4,655
1159
$53.6K ﹤0.01%
638
1160
$53.3K ﹤0.01%
1,637
-999
1161
$53.1K ﹤0.01%
1,744
-2,527
1162
$52.7K ﹤0.01%
504
1163
$52.7K ﹤0.01%
3,390
1164
$52.6K ﹤0.01%
1,875
1165
$52K ﹤0.01%
1,367
+283
1166
$51.6K ﹤0.01%
1,205
-4,501
1167
$51.1K ﹤0.01%
894
+36
1168
$50K ﹤0.01%
1,021
1169
$49.9K ﹤0.01%
4,694
+4,370
1170
$49.8K ﹤0.01%
2,919
1171
$49.5K ﹤0.01%
758
1172
$49.5K ﹤0.01%
543
-1
1173
$49.5K ﹤0.01%
1,782
-694
1174
$49.5K ﹤0.01%
1,037
+142
1175
$49.4K ﹤0.01%
1,173
-300
45 46
47
48 49