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
2101
$2.38K ﹤0.01%
58
2102
$2.36K ﹤0.01%
330
2103
$2.33K ﹤0.01%
201
2104
$2.32K ﹤0.01%
31
2105
$2.31K ﹤0.01%
1,045
2106
$2.3K ﹤0.01%
125
2107
$2.28K ﹤0.01%
300
2108
$2.27K ﹤0.01%
41
-664
2109
$2.27K ﹤0.01%
23
2110
$2.25K ﹤0.01%
105
2111
$2.25K ﹤0.01%
106
2112
$2.24K ﹤0.01%
100
2113
$2.23K ﹤0.01%
33
2114
$2.22K ﹤0.01%
40
2115
$2.2K ﹤0.01%
142
2116
$2.2K ﹤0.01%
88
2117
$2.2K ﹤0.01%
57
+19
2118
$2.19K ﹤0.01%
80
2119
$2.19K ﹤0.01%
129
2120
$2.19K ﹤0.01%
22
2121
$2.17K ﹤0.01%
2
2122
$2.16K ﹤0.01%
450
2123
$2.14K ﹤0.01%
46
-284
2124
$2.14K ﹤0.01%
55
+1
2125
$2.14K ﹤0.01%
16
+6
83 84
85
86 87