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
1851
$6.67K ﹤0.01%
154
+39
1852
$6.65K ﹤0.01%
300
-452
1853
$6.65K ﹤0.01%
457
-1,695
1854
$6.62K ﹤0.01%
243
-1,629
1855
$6.6K ﹤0.01%
106
-94,455
1856
$6.56K ﹤0.01%
200
-9
1857
$6.54K ﹤0.01%
36
1858
$6.52K ﹤0.01%
41
+4
1859
$6.49K ﹤0.01%
227
-971
1860
$6.46K ﹤0.01%
165
1861
$6.46K ﹤0.01%
87
-311
1862
$6.44K ﹤0.01%
141
1863
$6.4K ﹤0.01%
100
-53
1864
$6.35K ﹤0.01%
100
1865
$6.34K ﹤0.01%
125
1866
$6.34K ﹤0.01%
500
1867
$6.34K ﹤0.01%
200
1868
$6.3K ﹤0.01%
104
1869
$6.3K ﹤0.01%
1,518
-559
1870
$6.28K ﹤0.01%
39
+4
1871
$6.25K ﹤0.01%
69
+6
1872
$6.25K ﹤0.01%
170
1873
$6.25K ﹤0.01%
54
-11
1874
$6.22K ﹤0.01%
124
-2
1875
$6.21K ﹤0.01%
+612
73 74
75
76 77