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
1751
$9.53K ﹤0.01%
210
1752
$9.51K ﹤0.01%
239
-93,773
1753
$9.38K ﹤0.01%
103
-128
1754
$9.34K ﹤0.01%
288
1755
$9.34K ﹤0.01%
185
1756
$9.3K ﹤0.01%
450
-82
1757
$9.21K ﹤0.01%
400
-596
1758
$9.21K ﹤0.01%
80
1759
$9.06K ﹤0.01%
150
1760
$9.05K ﹤0.01%
1,100
1761
$9.05K ﹤0.01%
237
1762
$9.04K ﹤0.01%
400
1763
$9K ﹤0.01%
1,314
-40
1764
$8.97K ﹤0.01%
96
-37
1765
$8.84K ﹤0.01%
128
-4,466
1766
$8.77K ﹤0.01%
250
1767
$8.71K ﹤0.01%
60
1768
$8.71K ﹤0.01%
500
1769
$8.7K ﹤0.01%
+25
1770
$8.68K ﹤0.01%
734
+17
1771
$8.68K ﹤0.01%
180
-670
1772
$8.64K ﹤0.01%
1,130
+200
1773
$8.6K ﹤0.01%
450
-500
1774
$8.59K ﹤0.01%
100
1775
$8.56K ﹤0.01%
190
69 70
71
72 73