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
1526
$19K ﹤0.01%
114
1527
$18.9K ﹤0.01%
487
+104
1528
$18.8K ﹤0.01%
46
+29
1529
$18.8K ﹤0.01%
270
1530
$18.8K ﹤0.01%
640
1531
$18.7K ﹤0.01%
1,239
-35
1532
$18.7K ﹤0.01%
186
1533
$18.7K ﹤0.01%
49
-22
1534
$18.6K ﹤0.01%
73
-44
1535
$18.5K ﹤0.01%
800
1536
$18.5K ﹤0.01%
406
-584
1537
$18.5K ﹤0.01%
700
+8
1538
$18.4K ﹤0.01%
101
-4
1539
$18.4K ﹤0.01%
241
1540
$18.3K ﹤0.01%
2,371
+46
1541
$18.3K ﹤0.01%
135
1542
$18.2K ﹤0.01%
267
1543
$18.2K ﹤0.01%
515
+3
1544
$18.1K ﹤0.01%
988
+8
1545
$18.1K ﹤0.01%
4,849
1546
$18.1K ﹤0.01%
331
+134
1547
$17.8K ﹤0.01%
250
1548
$17.7K ﹤0.01%
+500
1549
$17.6K ﹤0.01%
390
1550
$17.5K ﹤0.01%
1,397
-1,146
60 61
62
63 64