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
2026
$3.38K ﹤0.01%
233
+6
2027
$3.36K ﹤0.01%
737
+3
2028
$3.35K ﹤0.01%
197
2029
$3.35K ﹤0.01%
163
2030
$3.34K ﹤0.01%
35
-2
2031
$3.33K ﹤0.01%
37
-2
2032
$3.32K ﹤0.01%
1,471
2033
$3.3K ﹤0.01%
56
2034
$3.25K ﹤0.01%
+100
2035
$3.25K ﹤0.01%
100
-50
2036
$3.25K ﹤0.01%
200
2037
$3.24K ﹤0.01%
19
-304
2038
$3.19K ﹤0.01%
72
+2
2039
$3.18K ﹤0.01%
186
+5
2040
$3.17K ﹤0.01%
200
2041
$3.16K ﹤0.01%
100
2042
$3.13K ﹤0.01%
500
2043
$3.11K ﹤0.01%
73
-1,484
2044
$3.1K ﹤0.01%
72
-207
2045
$3.09K ﹤0.01%
136
+1
2046
$3.07K ﹤0.01%
65
-44
2047
$3.04K ﹤0.01%
300
2048
$2.98K ﹤0.01%
100
2049
$2.97K ﹤0.01%
+100
2050
$2.97K ﹤0.01%
300
80 81
82
83 84