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
1176
$49.1K ﹤0.01%
798
+72
1177
$49.1K ﹤0.01%
1,496
+551
1178
$48.9K ﹤0.01%
319
+75
1179
$48.7K ﹤0.01%
589
1180
$48.5K ﹤0.01%
1,216
1181
$48.4K ﹤0.01%
2,319
+49
1182
$48.4K ﹤0.01%
811
1183
$48.1K ﹤0.01%
1,987
+100
1184
$48K ﹤0.01%
859
-28
1185
$48K ﹤0.01%
128
-43
1186
$47.9K ﹤0.01%
4,803
1187
$47.9K ﹤0.01%
267
+1
1188
$47.8K ﹤0.01%
1,052
+259
1189
$47.5K ﹤0.01%
900
+713
1190
$47.4K ﹤0.01%
5,000
1191
$47.4K ﹤0.01%
4,328
+159
1192
$47.1K ﹤0.01%
975
1193
$47.1K ﹤0.01%
510
-548
1194
$46.9K ﹤0.01%
4,762
1195
$46.7K ﹤0.01%
1,018
+566
1196
$46.6K ﹤0.01%
1,413
-119
1197
$46.6K ﹤0.01%
916
1198
$46.5K ﹤0.01%
3,320
+2,125
1199
$46.3K ﹤0.01%
1,233
-156
1200
$46.1K ﹤0.01%
690
-10
46 47
48
49 50