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
1401
$26.4K ﹤0.01%
332
+8
1402
$26.3K ﹤0.01%
1,796
1403
$26.1K ﹤0.01%
555
1404
$26K ﹤0.01%
876
1405
$25.8K ﹤0.01%
8,000
1406
$25.8K ﹤0.01%
887
-323
1407
$25.8K ﹤0.01%
3,850
+800
1408
$25.7K ﹤0.01%
1,081
+257
1409
$25.7K ﹤0.01%
466
-277
1410
$25.7K ﹤0.01%
607
1411
$25.7K ﹤0.01%
5,000
1412
$25.7K ﹤0.01%
7,019
1413
$25.5K ﹤0.01%
1,829
+38
1414
$25.4K ﹤0.01%
546
1415
$25.4K ﹤0.01%
429
-606
1416
$25.4K ﹤0.01%
718
+21
1417
$25.2K ﹤0.01%
1,837
-138
1418
$25K ﹤0.01%
939
1419
$24.9K ﹤0.01%
1,500
-7
1420
$24.7K ﹤0.01%
321
-23
1421
$24.7K ﹤0.01%
97
+3
1422
$24.7K ﹤0.01%
399
1423
$24.7K ﹤0.01%
247
+37
1424
$24.7K ﹤0.01%
118
+17
1425
$24.5K ﹤0.01%
1,300
55 56
57
58 59