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
1876
$6.2K ﹤0.01%
217
-2,130
1877
$6.19K ﹤0.01%
517
1878
$6.17K ﹤0.01%
419
1879
$6.16K ﹤0.01%
48
-261
1880
$6.16K ﹤0.01%
135
-50
1881
$6.15K ﹤0.01%
600
1882
$6.14K ﹤0.01%
48
-174
1883
$6.14K ﹤0.01%
227
-94
1884
$6.14K ﹤0.01%
+181
1885
$6.13K ﹤0.01%
200
1886
$6.12K ﹤0.01%
158
1887
$6.11K ﹤0.01%
1,250
1888
$6.1K ﹤0.01%
115
-10
1889
$6.07K ﹤0.01%
327
1890
$6.02K ﹤0.01%
381
-10
1891
$5.99K ﹤0.01%
100
1892
$5.99K ﹤0.01%
983
1893
$5.96K ﹤0.01%
190
+8
1894
$5.94K ﹤0.01%
283
+2
1895
$5.94K ﹤0.01%
617
1896
$5.93K ﹤0.01%
200
1897
$5.92K ﹤0.01%
200
-80
1898
$5.91K ﹤0.01%
106
1899
$5.9K ﹤0.01%
309
-651
1900
$5.87K ﹤0.01%
86
74 75
76
77 78