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
1426
$24.5K ﹤0.01%
449
1427
$24.4K ﹤0.01%
324
-216
1428
$24.4K ﹤0.01%
876
-362
1429
$24.3K ﹤0.01%
70
-12
1430
$24.3K ﹤0.01%
700
-142
1431
$24.2K ﹤0.01%
2,539
1432
$24.1K ﹤0.01%
309
+6
1433
$24.1K ﹤0.01%
1,112
-2,960
1434
$24.1K ﹤0.01%
300
1435
$24K ﹤0.01%
2,860
1436
$23.9K ﹤0.01%
639
1437
$23.7K ﹤0.01%
321
+12
1438
$23.7K ﹤0.01%
108
+1
1439
$23.5K ﹤0.01%
+1,116
1440
$23.5K ﹤0.01%
370
-360
1441
$23.5K ﹤0.01%
616
+116
1442
$23.2K ﹤0.01%
633
1443
$23.2K ﹤0.01%
+540
1444
$23.2K ﹤0.01%
786
+62
1445
$23.2K ﹤0.01%
270
+17
1446
$23.1K ﹤0.01%
570
+10
1447
$23.1K ﹤0.01%
432
-330
1448
$23.1K ﹤0.01%
3,500
1449
$23K ﹤0.01%
164
+137
1450
$23K ﹤0.01%
1,000
-760
56 57
58
59 60