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
1501
$20.1K ﹤0.01%
698
+11
1502
$20.1K ﹤0.01%
474
-519
1503
$19.9K ﹤0.01%
426
-13,537
1504
$19.9K ﹤0.01%
266
-3
1505
$19.8K ﹤0.01%
100
1506
$19.8K ﹤0.01%
+1,000
1507
$19.6K ﹤0.01%
4,954
+132
1508
$19.6K ﹤0.01%
5,800
1509
$19.6K ﹤0.01%
96
+4
1510
$19.5K ﹤0.01%
250
1511
$19.5K ﹤0.01%
82
1512
$19.5K ﹤0.01%
2,217
1513
$19.4K ﹤0.01%
244
-274
1514
$19.4K ﹤0.01%
1,762
+12
1515
$19.4K ﹤0.01%
103
-46
1516
$19.4K ﹤0.01%
2,000
1517
$19.4K ﹤0.01%
1,000
-2,000
1518
$19.3K ﹤0.01%
1,049
-11,604
1519
$19.2K ﹤0.01%
1,461
1520
$19.2K ﹤0.01%
500
1521
$19.2K ﹤0.01%
290
-119
1522
$19.2K ﹤0.01%
699
-375
1523
$19.1K ﹤0.01%
502
1524
$19.1K ﹤0.01%
2,007
1525
$19K ﹤0.01%
85
+4
59 60
61
62 63