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
1676
$12K ﹤0.01%
175
1677
$12K ﹤0.01%
514
-1,868
1678
$11.9K ﹤0.01%
500
1679
$11.9K ﹤0.01%
800
+395
1680
$11.9K ﹤0.01%
140
1681
$11.8K ﹤0.01%
202
+2
1682
$11.8K ﹤0.01%
103
-5,833
1683
$11.8K ﹤0.01%
315
+55
1684
$11.8K ﹤0.01%
586
+6
1685
$11.7K ﹤0.01%
312
1686
$11.6K ﹤0.01%
142
-289
1687
$11.6K ﹤0.01%
500
1688
$11.5K ﹤0.01%
1,000
1689
$11.5K ﹤0.01%
4,440
+170
1690
$11.4K ﹤0.01%
4,780
+500
1691
$11.4K ﹤0.01%
200
1692
$11.4K ﹤0.01%
163
1693
$11.3K ﹤0.01%
188
-382
1694
$11.3K ﹤0.01%
429
-879
1695
$11.3K ﹤0.01%
+288
1696
$11.3K ﹤0.01%
2,000
1697
$11.2K ﹤0.01%
+1,019
1698
$11.2K ﹤0.01%
612
1699
$11.1K ﹤0.01%
498
1700
$11.1K ﹤0.01%
1,213
-64
66 67
68
69 70