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
2126
$2.14K ﹤0.01%
10
-177
2127
$2.12K ﹤0.01%
80
2128
$2.12K ﹤0.01%
43
2129
$2.11K ﹤0.01%
50
2130
$2.09K ﹤0.01%
91
2131
$2.09K ﹤0.01%
40
-1,151
2132
$2.09K ﹤0.01%
69
2133
$2.07K ﹤0.01%
46
-300
2134
$2.07K ﹤0.01%
56
+23
2135
$2.06K ﹤0.01%
50
2136
$2.06K ﹤0.01%
21
2137
$2.04K ﹤0.01%
60
2138
$1.99K ﹤0.01%
310
-200
2139
$1.99K ﹤0.01%
1,400
2140
$1.99K ﹤0.01%
50
2141
$1.97K ﹤0.01%
+403
2142
$1.96K ﹤0.01%
66
-150
2143
$1.92K ﹤0.01%
100
2144
$1.92K ﹤0.01%
42
2145
$1.91K ﹤0.01%
128
-1,322
2146
$1.91K ﹤0.01%
20
2147
$1.91K ﹤0.01%
52
-113
2148
$1.88K ﹤0.01%
229
2149
$1.85K ﹤0.01%
113
2150
$1.85K ﹤0.01%
31
84 85
86
87 88