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
1226
$41.7K ﹤0.01%
1,128
+1
1227
$41.6K ﹤0.01%
4,412
1228
$41.6K ﹤0.01%
1,546
+5
1229
$41.6K ﹤0.01%
210
-1,017
1230
$41.4K ﹤0.01%
20,500
+12,000
1231
$41.3K ﹤0.01%
11
1232
$41.1K ﹤0.01%
2,249
1233
$41.1K ﹤0.01%
697
1234
$41.1K ﹤0.01%
779
1235
$41.1K ﹤0.01%
4,270
-38,765
1236
$41K ﹤0.01%
1,111
+11
1237
$40.9K ﹤0.01%
2,538
+983
1238
$40.6K ﹤0.01%
1,730
-700
1239
$40.4K ﹤0.01%
1,801
1240
$40.3K ﹤0.01%
372
-144
1241
$40.3K ﹤0.01%
599
1242
$40.2K ﹤0.01%
1,711
-1,035
1243
$40.2K ﹤0.01%
966
+310
1244
$40.2K ﹤0.01%
2,900
1245
$40.1K ﹤0.01%
800
1246
$40K ﹤0.01%
3,200
-1,000
1247
$39.9K ﹤0.01%
3,719
+80
1248
$39.8K ﹤0.01%
279
-127
1249
$39.8K ﹤0.01%
759
1250
$39.6K ﹤0.01%
2,135
48 49
50
51 52