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
151
$3.96M 0.15%
48,919
+528
152
$3.96M 0.15%
52,720
+17,547
153
$3.96M 0.15%
148,438
+12,972
154
$3.96M 0.15%
34,130
-18,318
155
$3.9M 0.15%
13,107
+12,680
156
$3.9M 0.15%
27,208
+26,027
157
$3.89M 0.15%
14,171
+5,167
158
$3.84M 0.15%
31,110
+30,244
159
$3.82M 0.15%
83,134
+417
160
$3.81M 0.15%
34,070
+16,725
161
$3.69M 0.14%
+50,679
162
$3.68M 0.14%
+17,697
163
$3.68M 0.14%
3,319
+1,021
164
$3.67M 0.14%
35,196
+10,272
165
$3.63M 0.14%
40,100
+39,751
166
$3.61M 0.14%
119,776
+800
167
$3.6M 0.14%
23,742
-107
168
$3.59M 0.14%
105,292
+14,624
169
$3.58M 0.14%
48,818
+1,491
170
$3.55M 0.14%
38,857
-24,150
171
$3.55M 0.14%
114,331
+6,601
172
$3.54M 0.13%
107,639
+25,761
173
$3.45M 0.13%
12,653
+1,890
174
$3.44M 0.13%
105,407
+1,201
175
$3.43M 0.13%
11,162
-514
5 6
7
8 9