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
1251
$39.6K ﹤0.01%
1,210
1252
$39.5K ﹤0.01%
468
-50
1253
$39.5K ﹤0.01%
1,200
-400
1254
$39.3K ﹤0.01%
243
-1
1255
$39.3K ﹤0.01%
1,843
1256
$39.2K ﹤0.01%
978
+25
1257
$39.1K ﹤0.01%
3,822
+99
1258
$39K ﹤0.01%
356
1259
$39K ﹤0.01%
6,159
+102
1260
$38.9K ﹤0.01%
1,581
-298
1261
$38.7K ﹤0.01%
1,100
-1,175
1262
$38.5K ﹤0.01%
1,993
1263
$38.5K ﹤0.01%
1,371
-343
1264
$38.4K ﹤0.01%
850
-1,000
1265
$38.3K ﹤0.01%
2,024
-2,000
1266
$38.3K ﹤0.01%
385
+1
1267
$38.2K ﹤0.01%
75
+35
1268
$38.1K ﹤0.01%
2,310
+56
1269
$37.9K ﹤0.01%
259
-2,707
1270
$37.7K ﹤0.01%
975
1271
$37.7K ﹤0.01%
1,470
+110
1272
$37.6K ﹤0.01%
729
1273
$37.5K ﹤0.01%
800
1274
$37.5K ﹤0.01%
1,114
+431
1275
$37.3K ﹤0.01%
241
+5
49 50
51
52 53