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
1951
$4.81K ﹤0.01%
86
-206
1952
$4.77K ﹤0.01%
480
-1,560
1953
$4.75K ﹤0.01%
236
+200
1954
$4.75K ﹤0.01%
33
1955
$4.73K ﹤0.01%
236
1956
$4.72K ﹤0.01%
466
1957
$4.71K ﹤0.01%
251
+1
1958
$4.71K ﹤0.01%
109
1959
$4.7K ﹤0.01%
29
+1
1960
$4.68K ﹤0.01%
186
+1
1961
$4.66K ﹤0.01%
21
-5
1962
$4.66K ﹤0.01%
104
+1
1963
$4.63K ﹤0.01%
47
-2,235
1964
$4.62K ﹤0.01%
100
1965
$4.48K ﹤0.01%
100
-4
1966
$4.46K ﹤0.01%
250
-265
1967
$4.45K ﹤0.01%
1,453
-599
1968
$4.33K ﹤0.01%
+130
1969
$4.3K ﹤0.01%
140
1970
$4.27K ﹤0.01%
458
1971
$4.27K ﹤0.01%
277
-218
1972
$4.26K ﹤0.01%
1,000
1973
$4.24K ﹤0.01%
59
1974
$4.21K ﹤0.01%
268
+3
1975
$4.16K ﹤0.01%
330
77 78
79
80 81