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
1451
$22.9K ﹤0.01%
+505
1452
$22.9K ﹤0.01%
1,417
+367
1453
$22.8K ﹤0.01%
450
1454
$22.7K ﹤0.01%
452
1455
$22.6K ﹤0.01%
250
1456
$22.6K ﹤0.01%
263
+100
1457
$22.5K ﹤0.01%
+3,525
1458
$22.4K ﹤0.01%
1,054
+500
1459
$22.4K ﹤0.01%
1,308
1460
$22.2K ﹤0.01%
398
+86
1461
$22.2K ﹤0.01%
702
-442
1462
$22.1K ﹤0.01%
4,468
+51
1463
$22K ﹤0.01%
140
+2
1464
$22K ﹤0.01%
89
+3
1465
$22K ﹤0.01%
4,033
-2,123
1466
$22K ﹤0.01%
1,025
1467
$21.9K ﹤0.01%
577
-91
1468
$21.9K ﹤0.01%
373
+3
1469
$21.9K ﹤0.01%
1,822
+2
1470
$21.8K ﹤0.01%
1,113
1471
$21.8K ﹤0.01%
749
+33
1472
$21.7K ﹤0.01%
1,000
1473
$21.6K ﹤0.01%
162
-1,177
1474
$21.6K ﹤0.01%
237
+15
1475
$21.5K ﹤0.01%
524
+11
57 58
59
60 61