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
1576
$16.5K ﹤0.01%
244
-435
1577
$16.5K ﹤0.01%
523
-280
1578
$16.4K ﹤0.01%
200
-109
1579
$16.4K ﹤0.01%
6,349
-869
1580
$16.2K ﹤0.01%
205
1581
$16.2K ﹤0.01%
2,091
+650
1582
$16.2K ﹤0.01%
604
+25
1583
$16.1K ﹤0.01%
326
+8
1584
$16.1K ﹤0.01%
1,087
+15
1585
$16.1K ﹤0.01%
233
+91
1586
$16.1K ﹤0.01%
360
+3
1587
$15.9K ﹤0.01%
750
1588
$15.9K ﹤0.01%
176
1589
$15.9K ﹤0.01%
210
+69
1590
$15.8K ﹤0.01%
1,700
1591
$15.8K ﹤0.01%
200
1592
$15.7K ﹤0.01%
299
+102
1593
$15.7K ﹤0.01%
466
-767
1594
$15.6K ﹤0.01%
77
-120
1595
$15.5K ﹤0.01%
3,167
+73
1596
$15.5K ﹤0.01%
157
-195
1597
$15.4K ﹤0.01%
3,000
+2,000
1598
$15.4K ﹤0.01%
180
-29,118
1599
$15.4K ﹤0.01%
295
-34
1600
$15.4K ﹤0.01%
1,868
62 63
64
65 66