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
1551
$17.5K ﹤0.01%
271
-1,610
1552
$17.4K ﹤0.01%
775
-747
1553
$17.4K ﹤0.01%
2,211
1554
$17.4K ﹤0.01%
254
1555
$17.3K ﹤0.01%
1,464
1556
$17.3K ﹤0.01%
475
-750
1557
$17.3K ﹤0.01%
2,645
1558
$17.3K ﹤0.01%
384
+133
1559
$17.2K ﹤0.01%
+206
1560
$17.1K ﹤0.01%
2,096
1561
$17K ﹤0.01%
525
1562
$16.9K ﹤0.01%
348
1563
$16.8K ﹤0.01%
549
+6
1564
$16.8K ﹤0.01%
160
+4
1565
$16.8K ﹤0.01%
963
1566
$16.7K ﹤0.01%
250
1567
$16.7K ﹤0.01%
118
+2
1568
$16.7K ﹤0.01%
113
-11,607
1569
$16.7K ﹤0.01%
238
-60
1570
$16.6K ﹤0.01%
280
-168
1571
$16.6K ﹤0.01%
799
+8
1572
$16.6K ﹤0.01%
+412
1573
$16.6K ﹤0.01%
+6,351
1574
$16.6K ﹤0.01%
261
+88
1575
$16.6K ﹤0.01%
425
-650
61 62
63
64 65