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
1201
$46K ﹤0.01%
123
+1
1202
$46K ﹤0.01%
1,922
+696
1203
$45.9K ﹤0.01%
885
1204
$45.8K ﹤0.01%
216
+4
1205
$45.8K ﹤0.01%
1,365
-890
1206
$45.7K ﹤0.01%
364
+2
1207
$45.4K ﹤0.01%
300
1208
$45.4K ﹤0.01%
5,479
1209
$45.1K ﹤0.01%
3,500
1210
$44.9K ﹤0.01%
2,790
1211
$43.9K ﹤0.01%
447
1212
$43.8K ﹤0.01%
621
+162
1213
$43.2K ﹤0.01%
5,206
1214
$43.2K ﹤0.01%
852
+44
1215
$43.2K ﹤0.01%
1,000
+200
1216
$43.1K ﹤0.01%
430
1217
$43K ﹤0.01%
3,328
+410
1218
$42.9K ﹤0.01%
4,153
-572
1219
$42.8K ﹤0.01%
948
1220
$42.6K ﹤0.01%
1,958
-744
1221
$42.5K ﹤0.01%
19,960
+445
1222
$42.3K ﹤0.01%
2,485
+706
1223
$42.1K ﹤0.01%
945
-11
1224
$42K ﹤0.01%
1,000
-201
1225
$41.8K ﹤0.01%
8,718
-230
47 48
49
50 51