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
1726
$10.2K ﹤0.01%
245
-59
1727
$10.1K ﹤0.01%
+100
1728
$10.1K ﹤0.01%
550
1729
$10.1K ﹤0.01%
682
+249
1730
$9.95K ﹤0.01%
77
1731
$9.93K ﹤0.01%
500
1732
$9.89K ﹤0.01%
208
-2
1733
$9.84K ﹤0.01%
506
+6
1734
$9.83K ﹤0.01%
327
1735
$9.82K ﹤0.01%
1,220
+920
1736
$9.8K ﹤0.01%
1,965
+500
1737
$9.8K ﹤0.01%
113
1738
$9.76K ﹤0.01%
1,454
+601
1739
$9.75K ﹤0.01%
5,000
1740
$9.74K ﹤0.01%
+923
1741
$9.71K ﹤0.01%
128
1742
$9.7K ﹤0.01%
147
1743
$9.65K ﹤0.01%
236
-211
1744
$9.63K ﹤0.01%
6,782
1745
$9.6K ﹤0.01%
210
-100
1746
$9.59K ﹤0.01%
191
1747
$9.58K ﹤0.01%
250
1748
$9.58K ﹤0.01%
+19
1749
$9.56K ﹤0.01%
500
1750
$9.55K ﹤0.01%
200
68 69
70
71 72