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
1776
$8.54K ﹤0.01%
25
-12
1777
$8.53K ﹤0.01%
212
-727
1778
$8.46K ﹤0.01%
630
1779
$8.32K ﹤0.01%
535
1780
$8.32K ﹤0.01%
200
-1,308
1781
$8.32K ﹤0.01%
154
1782
$8.28K ﹤0.01%
347
1783
$8.24K ﹤0.01%
57
+1
1784
$8.21K ﹤0.01%
73
-316
1785
$8.2K ﹤0.01%
32
1786
$8.18K ﹤0.01%
86
-4
1787
$8.18K ﹤0.01%
122
1788
$8.17K ﹤0.01%
500
1789
$8.15K ﹤0.01%
+154
1790
$8.14K ﹤0.01%
340
+3
1791
$8.13K ﹤0.01%
172
1792
$8.06K ﹤0.01%
300
-1,800
1793
$8.04K ﹤0.01%
50
+9
1794
$8.03K ﹤0.01%
103
1795
$8.01K ﹤0.01%
500
1796
$8K ﹤0.01%
1,000
-2,000
1797
$7.96K ﹤0.01%
150
1798
$7.95K ﹤0.01%
2,076
-3,368
1799
$7.92K ﹤0.01%
+310
1800
$7.91K ﹤0.01%
352
70 71
72
73 74