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
1476
$21.5K ﹤0.01%
144
+1
1477
$21.5K ﹤0.01%
408
1478
$21.4K ﹤0.01%
798
+14
1479
$21.4K ﹤0.01%
199
+53
1480
$21.3K ﹤0.01%
21,526
+18,526
1481
$21.1K ﹤0.01%
245
+2
1482
$21.1K ﹤0.01%
225
1483
$21.1K ﹤0.01%
301
1484
$21K ﹤0.01%
407
+14
1485
$21K ﹤0.01%
384
+2
1486
$20.9K ﹤0.01%
252
1487
$20.8K ﹤0.01%
512
-538
1488
$20.7K ﹤0.01%
439
1489
$20.7K ﹤0.01%
208
-20
1490
$20.7K ﹤0.01%
6,623
1491
$20.6K ﹤0.01%
389
+1
1492
$20.5K ﹤0.01%
735
+3
1493
$20.4K ﹤0.01%
1,448
1494
$20.4K ﹤0.01%
654
+5
1495
$20.4K ﹤0.01%
5,421
1496
$20.4K ﹤0.01%
223
1497
$20.3K ﹤0.01%
759
1498
$20.3K ﹤0.01%
223
-224
1499
$20.2K ﹤0.01%
190
-90
1500
$20.1K ﹤0.01%
17,350
58 59
60
61 62