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
1701
$11.1K ﹤0.01%
137
1702
$11K ﹤0.01%
8
1703
$11K ﹤0.01%
480
-7
1704
$10.9K ﹤0.01%
1,302
-1,104
1705
$10.9K ﹤0.01%
138
+13
1706
$10.9K ﹤0.01%
825
+680
1707
$10.8K ﹤0.01%
243
-660
1708
$10.8K ﹤0.01%
234
1709
$10.8K ﹤0.01%
913
1710
$10.7K ﹤0.01%
126
1711
$10.7K ﹤0.01%
109
1712
$10.7K ﹤0.01%
148
1713
$10.7K ﹤0.01%
234
+16
1714
$10.6K ﹤0.01%
1,104
-246
1715
$10.6K ﹤0.01%
307
+15
1716
$10.6K ﹤0.01%
155
-36,414
1717
$10.5K ﹤0.01%
98
1718
$10.5K ﹤0.01%
2,046
1719
$10.5K ﹤0.01%
610
-82
1720
$10.5K ﹤0.01%
237
+1
1721
$10.4K ﹤0.01%
140
-2
1722
$10.4K ﹤0.01%
200
1723
$10.3K ﹤0.01%
1,246
1724
$10.3K ﹤0.01%
10,500
1725
$10.2K ﹤0.01%
308
-337
67 68
69
70 71