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
1276
$37.3K ﹤0.01%
11,905
1277
$37.1K ﹤0.01%
738
-38
1278
$37.1K ﹤0.01%
918
-115
1279
$37.1K ﹤0.01%
898
+2
1280
$37K ﹤0.01%
229
-15,002
1281
$37K ﹤0.01%
480
-3
1282
$37K ﹤0.01%
262
+2
1283
$37K ﹤0.01%
307
+7
1284
$37K ﹤0.01%
880
-2
1285
$36.8K ﹤0.01%
3,155
1286
$36.7K ﹤0.01%
1,314
-76
1287
$36.6K ﹤0.01%
315
+102
1288
$36.6K ﹤0.01%
810
1289
$36.5K ﹤0.01%
844
1290
$36.3K ﹤0.01%
1,287
1291
$36.3K ﹤0.01%
1,265
-441
1292
$36.1K ﹤0.01%
192
-29
1293
$36K ﹤0.01%
196
+33
1294
$35.6K ﹤0.01%
1,000
1295
$35.6K ﹤0.01%
1,215
+12
1296
$35.3K ﹤0.01%
1,221
1297
$35.3K ﹤0.01%
2,415
+168
1298
$35.1K ﹤0.01%
3,831
+345
1299
$35K ﹤0.01%
700
1300
$35K ﹤0.01%
5,303
+120
50 51
52
53 54