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
2001
$3.76K ﹤0.01%
+201
2002
$3.74K ﹤0.01%
111
2003
$3.72K ﹤0.01%
105
-214
2004
$3.71K ﹤0.01%
80
+9
2005
$3.7K ﹤0.01%
216
2006
$3.68K ﹤0.01%
330
2007
$3.68K ﹤0.01%
471
+2
2008
$3.64K ﹤0.01%
+24
2009
$3.63K ﹤0.01%
107
2010
$3.63K ﹤0.01%
619
2011
$3.62K ﹤0.01%
77
2012
$3.62K ﹤0.01%
500
-100
2013
$3.6K ﹤0.01%
52
-225
2014
$3.58K ﹤0.01%
400
2015
$3.56K ﹤0.01%
100
2016
$3.54K ﹤0.01%
1,000
2017
$3.54K ﹤0.01%
139
2018
$3.53K ﹤0.01%
100
-100
2019
$3.44K ﹤0.01%
70
2020
$3.43K ﹤0.01%
179
-225
2021
$3.43K ﹤0.01%
15
2022
$3.42K ﹤0.01%
+112
2023
$3.42K ﹤0.01%
953
2024
$3.41K ﹤0.01%
10
+7
2025
$3.4K ﹤0.01%
183
-53
79 80
81
82 83