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
1976
$4.16K ﹤0.01%
519
1977
$4.13K ﹤0.01%
31
1978
$4.12K ﹤0.01%
1,000
-100
1979
$4.12K ﹤0.01%
159
+1
1980
$4.06K ﹤0.01%
308
+170
1981
$4.06K ﹤0.01%
330
1982
$4.06K ﹤0.01%
160
+2
1983
$4.05K ﹤0.01%
372
1984
$4.05K ﹤0.01%
55
1985
$4.05K ﹤0.01%
100
1986
$4.04K ﹤0.01%
1,454
+1
1987
$4.04K ﹤0.01%
57
1988
$4.03K ﹤0.01%
92
1989
$4.03K ﹤0.01%
283
1990
$4.01K ﹤0.01%
1,200
1991
$4.01K ﹤0.01%
57
1992
$3.99K ﹤0.01%
80
+1
1993
$3.97K ﹤0.01%
1,150
1994
$3.95K ﹤0.01%
323
1995
$3.94K ﹤0.01%
57
-50
1996
$3.83K ﹤0.01%
111
-36
1997
$3.83K ﹤0.01%
181
1998
$3.82K ﹤0.01%
599
1999
$3.78K ﹤0.01%
3,200
+200
2000
$3.76K ﹤0.01%
100
78 79
80
81 82