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
1601
$15.2K ﹤0.01%
380
-20
1602
$15.2K ﹤0.01%
287
1603
$15.1K ﹤0.01%
300
1604
$15.1K ﹤0.01%
469
1605
$15K ﹤0.01%
424
1606
$15K ﹤0.01%
853
+9
1607
$15K ﹤0.01%
545
1608
$14.9K ﹤0.01%
200
1609
$14.9K ﹤0.01%
724
1610
$14.7K ﹤0.01%
203
-15
1611
$14.7K ﹤0.01%
120
-27,276
1612
$14.7K ﹤0.01%
87
-16
1613
$14.7K ﹤0.01%
1,720
-86
1614
$14.6K ﹤0.01%
200
1615
$14.5K ﹤0.01%
399
1616
$14.5K ﹤0.01%
+366
1617
$14.5K ﹤0.01%
13
1618
$14.5K ﹤0.01%
683
-125
1619
$14.5K ﹤0.01%
300
1620
$14.4K ﹤0.01%
388
1621
$14.4K ﹤0.01%
200
1622
$14.4K ﹤0.01%
159
-100
1623
$14.2K ﹤0.01%
3,440
1624
$14.1K ﹤0.01%
930
-1,300
1625
$14.1K ﹤0.01%
+876
63 64
65
66 67