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
1651
$13.1K ﹤0.01%
448
+106
1652
$13K ﹤0.01%
1,065
+17
1653
$12.9K ﹤0.01%
485
1654
$12.7K ﹤0.01%
422
+6
1655
$12.6K ﹤0.01%
381
-432
1656
$12.6K ﹤0.01%
737
1657
$12.6K ﹤0.01%
1,837
+17
1658
$12.5K ﹤0.01%
500
1659
$12.5K ﹤0.01%
755
1660
$12.5K ﹤0.01%
230
+10
1661
$12.4K ﹤0.01%
81
1662
$12.3K ﹤0.01%
300
1663
$12.3K ﹤0.01%
2,800
1664
$12.3K ﹤0.01%
185
1665
$12.2K ﹤0.01%
215
-34
1666
$12.2K ﹤0.01%
450
1667
$12.2K ﹤0.01%
1,435
1668
$12.1K ﹤0.01%
1,038
1669
$12.1K ﹤0.01%
1,028
1670
$12.1K ﹤0.01%
+789
1671
$12.1K ﹤0.01%
2,625
-10,700
1672
$12.1K ﹤0.01%
46
1673
$12.1K ﹤0.01%
1,135
1674
$12K ﹤0.01%
1,281
1675
$12K ﹤0.01%
+323
65 66
67
68 69