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
101
$5.07M 0.19%
6,986
-1,913
102
$5.07M 0.19%
65,805
+770
103
$5.07M 0.19%
95,028
+22,314
104
$5.06M 0.19%
83,460
-45,870
105
$5.01M 0.19%
56,497
+11,775
106
$4.98M 0.19%
24,468
+6,955
107
$4.97M 0.19%
29,489
-278
108
$4.9M 0.19%
57,610
+3,820
109
$4.87M 0.19%
103,275
+79,025
110
$4.85M 0.18%
18,422
+2,499
111
$4.84M 0.18%
25,854
-18,592
112
$4.81M 0.18%
56,077
+55,484
113
$4.8M 0.18%
51,646
+46,110
114
$4.74M 0.18%
29,799
+23,455
115
$4.68M 0.18%
22,982
-195
116
$4.64M 0.18%
61,386
+2,389
117
$4.64M 0.18%
114,492
+39,274
118
$4.6M 0.18%
5,298
-3,458
119
$4.54M 0.17%
51,140
+396
120
$4.52M 0.17%
21,298
-361
121
$4.52M 0.17%
60,085
-362
122
$4.45M 0.17%
75,148
+7,488
123
$4.44M 0.17%
36,932
-516
124
$4.43M 0.17%
102,872
-47,774
125
$4.42M 0.17%
31,224
-1,156
3 4
5
6 7