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
1626
$14K ﹤0.01%
410
1627
$14K ﹤0.01%
240
1628
$13.9K ﹤0.01%
370
+300
1629
$13.9K ﹤0.01%
500
1630
$13.9K ﹤0.01%
265
1631
$13.8K ﹤0.01%
2,000
1632
$13.8K ﹤0.01%
157
-170
1633
$13.8K ﹤0.01%
511
-316
1634
$13.7K ﹤0.01%
430
1635
$13.7K ﹤0.01%
415
-33
1636
$13.7K ﹤0.01%
272
+2
1637
$13.7K ﹤0.01%
339
1638
$13.6K ﹤0.01%
36
1639
$13.6K ﹤0.01%
500
1640
$13.5K ﹤0.01%
283
1641
$13.5K ﹤0.01%
104
-163
1642
$13.5K ﹤0.01%
26
-44
1643
$13.4K ﹤0.01%
+247
1644
$13.4K ﹤0.01%
39
+18
1645
$13.4K ﹤0.01%
317
-197
1646
$13.3K ﹤0.01%
670
+253
1647
$13.3K ﹤0.01%
269
+8
1648
$13.1K ﹤0.01%
176
1649
$13.1K ﹤0.01%
404
-51
1650
$13.1K ﹤0.01%
520
-211
64 65
66
67 68