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
1301
$34.8K ﹤0.01%
2,167
+150
1302
$34.6K ﹤0.01%
2,179
+1,999
1303
$34.5K ﹤0.01%
722
+5
1304
$34.4K ﹤0.01%
16,017
-10,283
1305
$34.4K ﹤0.01%
1,838
+1,522
1306
$34.2K ﹤0.01%
171
-104
1307
$34.2K ﹤0.01%
311
+23
1308
$34K ﹤0.01%
508
+299
1309
$33.9K ﹤0.01%
683
+252
1310
$33.9K ﹤0.01%
2,110
+11
1311
$33.9K ﹤0.01%
300
1312
$33.8K ﹤0.01%
1,624
+84
1313
$33.8K ﹤0.01%
299
+64
1314
$33.6K ﹤0.01%
110
-66
1315
$33.5K ﹤0.01%
194
+45
1316
$33.5K ﹤0.01%
1,350
-2,015
1317
$33.5K ﹤0.01%
4,870
-1,070
1318
$33.5K ﹤0.01%
389
-57
1319
$33.5K ﹤0.01%
619
1320
$33.5K ﹤0.01%
2,980
1321
$33.4K ﹤0.01%
1,400
-625
1322
$33.4K ﹤0.01%
1,738
1323
$33.3K ﹤0.01%
862
1324
$33.2K ﹤0.01%
762
-87
1325
$33.2K ﹤0.01%
690
+42
51 52
53
54 55