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
1801
$7.9K ﹤0.01%
1,200
1802
$7.89K ﹤0.01%
301
-16,432
1803
$7.89K ﹤0.01%
80
+4
1804
$7.88K ﹤0.01%
153
1805
$7.84K ﹤0.01%
189
1806
$7.81K ﹤0.01%
260
1807
$7.77K ﹤0.01%
174
-39
1808
$7.76K ﹤0.01%
44
1809
$7.75K ﹤0.01%
313
1810
$7.72K ﹤0.01%
200
1811
$7.7K ﹤0.01%
199
1812
$7.61K ﹤0.01%
86
+11
1813
$7.59K ﹤0.01%
3,500
-896
1814
$7.58K ﹤0.01%
775
+100
1815
$7.58K ﹤0.01%
245
+1
1816
$7.57K ﹤0.01%
+1,124
1817
$7.56K ﹤0.01%
145
-172
1818
$7.56K ﹤0.01%
199
-588
1819
$7.49K ﹤0.01%
102
-21
1820
$7.47K ﹤0.01%
1,000
1821
$7.46K ﹤0.01%
60
1822
$7.45K ﹤0.01%
312
+107
1823
$7.45K ﹤0.01%
20
-202
1824
$7.43K ﹤0.01%
1,124
-633
1825
$7.4K ﹤0.01%
1,000
71 72
73
74 75