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
2051
$2.95K ﹤0.01%
50
-1
2052
$2.94K ﹤0.01%
+1,137
2053
$2.94K ﹤0.01%
622
2054
$2.92K ﹤0.01%
32
2055
$2.92K ﹤0.01%
500
2056
$2.9K ﹤0.01%
400
2057
$2.85K ﹤0.01%
48
2058
$2.84K ﹤0.01%
127
2059
$2.84K ﹤0.01%
927
2060
$2.83K ﹤0.01%
1,000
2061
$2.83K ﹤0.01%
1,000
+200
2062
$2.82K ﹤0.01%
114
+1
2063
$2.82K ﹤0.01%
400
2064
$2.8K ﹤0.01%
+100
2065
$2.77K ﹤0.01%
242
+7
2066
$2.74K ﹤0.01%
283
2067
$2.71K ﹤0.01%
10
2068
$2.7K ﹤0.01%
89
2069
$2.68K ﹤0.01%
315
-400
2070
$2.67K ﹤0.01%
55
2071
$2.66K ﹤0.01%
11
2072
$2.65K ﹤0.01%
200
2073
$2.62K ﹤0.01%
+133
2074
$2.6K ﹤0.01%
188
-40
2075
$2.59K ﹤0.01%
146
81 82
83
84 85