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
1926
$5.3K ﹤0.01%
421
1927
$5.29K ﹤0.01%
300
-150
1928
$5.29K ﹤0.01%
1,120
+76
1929
$5.26K ﹤0.01%
33
-11,835
1930
$5.25K ﹤0.01%
48
1931
$5.25K ﹤0.01%
850
1932
$5.19K ﹤0.01%
637
+7
1933
$5.19K ﹤0.01%
+1,114
1934
$5.18K ﹤0.01%
526
1935
$5.17K ﹤0.01%
300
+2
1936
$5.17K ﹤0.01%
51
1937
$5.14K ﹤0.01%
95
-482
1938
$5.13K ﹤0.01%
1,000
1939
$5.02K ﹤0.01%
+53
1940
$5.01K ﹤0.01%
375
+250
1941
$5.01K ﹤0.01%
+50
1942
$5K ﹤0.01%
68
-248
1943
$4.92K ﹤0.01%
+124
1944
$4.92K ﹤0.01%
200
1945
$4.89K ﹤0.01%
435
1946
$4.88K ﹤0.01%
115
1947
$4.88K ﹤0.01%
82
+2
1948
$4.86K ﹤0.01%
178
1949
$4.85K ﹤0.01%
1,000
1950
$4.81K ﹤0.01%
106
76 77
78
79 80