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
1826
$7.4K ﹤0.01%
109
+9
1827
$7.38K ﹤0.01%
715
+11
1828
$7.36K ﹤0.01%
45
1829
$7.32K ﹤0.01%
706
+6
1830
$7.25K ﹤0.01%
165
-2
1831
$7.23K ﹤0.01%
72
+46
1832
$7.21K ﹤0.01%
189
1833
$7.17K ﹤0.01%
127
1834
$7.16K ﹤0.01%
84
-253
1835
$7.14K ﹤0.01%
493
+6
1836
$7.08K ﹤0.01%
108
1837
$7.03K ﹤0.01%
118
+2
1838
$7.02K ﹤0.01%
672
1839
$6.98K ﹤0.01%
183
1840
$6.95K ﹤0.01%
1,000
1841
$6.95K ﹤0.01%
214
-2,000
1842
$6.92K ﹤0.01%
500
1843
$6.9K ﹤0.01%
30
-35
1844
$6.79K ﹤0.01%
111
1845
$6.79K ﹤0.01%
235
-882
1846
$6.78K ﹤0.01%
73
-2
1847
$6.77K ﹤0.01%
34
+3
1848
$6.75K ﹤0.01%
150
-145
1849
$6.73K ﹤0.01%
34
1850
$6.69K ﹤0.01%
329
-189
72 73
74
75 76