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
1326
$32.9K ﹤0.01%
1,425
1327
$32.9K ﹤0.01%
565
-3
1328
$32.9K ﹤0.01%
2,200
-35
1329
$32.9K ﹤0.01%
5,550
-703
1330
$32.7K ﹤0.01%
5,067
+20
1331
$32.6K ﹤0.01%
10,960
1332
$32.3K ﹤0.01%
525
1333
$32.3K ﹤0.01%
254
1334
$32.3K ﹤0.01%
102
-7,195
1335
$32.2K ﹤0.01%
1,113
1336
$32.2K ﹤0.01%
341
-290
1337
$32.1K ﹤0.01%
650
1338
$31.9K ﹤0.01%
1,685
1339
$31.8K ﹤0.01%
428
-193
1340
$31.7K ﹤0.01%
3,299
+2,274
1341
$31.5K ﹤0.01%
1,396
+6
1342
$31.3K ﹤0.01%
1,698
-162
1343
$31.2K ﹤0.01%
622
-51
1344
$31.2K ﹤0.01%
16,890
1345
$31.2K ﹤0.01%
3,038
+10
1346
$31.2K ﹤0.01%
564
+150
1347
$31.2K ﹤0.01%
160
1348
$31.1K ﹤0.01%
200
1349
$31.1K ﹤0.01%
720
+400
1350
$30.9K ﹤0.01%
1,516
+1,016
52 53
54
55 56