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
2076
$2.58K ﹤0.01%
75
2077
$2.58K ﹤0.01%
200
2078
$2.58K ﹤0.01%
282
+51
2079
$2.57K ﹤0.01%
39
2080
$2.56K ﹤0.01%
100
2081
$2.56K ﹤0.01%
58
-4
2082
$2.53K ﹤0.01%
342
2083
$2.52K ﹤0.01%
74
2084
$2.52K ﹤0.01%
452
-5,000
2085
$2.47K ﹤0.01%
100
+40
2086
$2.47K ﹤0.01%
192
+160
2087
$2.47K ﹤0.01%
210
2088
$2.46K ﹤0.01%
45
2089
$2.46K ﹤0.01%
200
2090
$2.45K ﹤0.01%
750
2091
$2.44K ﹤0.01%
38
2092
$2.44K ﹤0.01%
30
2093
$2.44K ﹤0.01%
30
2094
$2.43K ﹤0.01%
128
2095
$2.42K ﹤0.01%
10
2096
$2.42K ﹤0.01%
75
2097
$2.41K ﹤0.01%
75
2098
$2.41K ﹤0.01%
32
2099
$2.4K ﹤0.01%
53
2100
$2.38K ﹤0.01%
102
82 83
84
85 86