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
1901
$5.85K ﹤0.01%
211
-1,992
1902
$5.84K ﹤0.01%
12
-959
1903
$5.82K ﹤0.01%
31
1904
$5.81K ﹤0.01%
250
1905
$5.76K ﹤0.01%
563
-615
1906
$5.75K ﹤0.01%
54
+11
1907
$5.75K ﹤0.01%
1,680
1908
$5.74K ﹤0.01%
222
+24
1909
$5.69K ﹤0.01%
230
1910
$5.69K ﹤0.01%
111
+52
1911
$5.66K ﹤0.01%
404
-1,444
1912
$5.64K ﹤0.01%
371
-1,511
1913
$5.64K ﹤0.01%
55
1914
$5.62K ﹤0.01%
36
+1
1915
$5.62K ﹤0.01%
184
+27
1916
$5.61K ﹤0.01%
188
1917
$5.55K ﹤0.01%
104
1918
$5.5K ﹤0.01%
335
+4
1919
$5.47K ﹤0.01%
+236
1920
$5.44K ﹤0.01%
710
1921
$5.41K ﹤0.01%
225
-505
1922
$5.41K ﹤0.01%
161
1923
$5.38K ﹤0.01%
222
-452
1924
$5.38K ﹤0.01%
46
-1
1925
$5.32K ﹤0.01%
39
-3
75 76
77
78 79