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
176
$3.39M 0.13%
19,153
+2,800
177
$3.33M 0.13%
31,109
+1,537
178
$3.33M 0.13%
158,427
+22,196
179
$3.31M 0.13%
138,046
-18,696
180
$3.25M 0.12%
97,985
+2,397
181
$3.24M 0.12%
132,418
-5,489
182
$3.23M 0.12%
45,892
+56
183
$3.21M 0.12%
41,046
+25,181
184
$3.19M 0.12%
84,440
+1,130
185
$3.1M 0.12%
19,647
-5,922
186
$3.01M 0.11%
15,719
-1,579
187
$3.01M 0.11%
60,823
+159
188
$3.01M 0.11%
18,859
+226
189
$2.92M 0.11%
20,131
+7,729
190
$2.85M 0.11%
29,425
-2,728
191
$2.85M 0.11%
41,096
-211
192
$2.83M 0.11%
128,352
-109,298
193
$2.76M 0.11%
83,167
+856
194
$2.69M 0.1%
88,483
-7,383
195
$2.63M 0.1%
50,725
+1,469
196
$2.52M 0.1%
22,631
-506
197
$2.51M 0.1%
72,383
-27
198
$2.51M 0.1%
78,861
+639
199
$2.46M 0.09%
53,459
-169
200
$2.43M 0.09%
26,031
-19
6 7
8
9 10