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
2151
$1.82K ﹤0.01%
69
2152
$1.81K ﹤0.01%
21
+1
2153
$1.8K ﹤0.01%
108
+1
2154
$1.77K ﹤0.01%
365
2155
$1.76K ﹤0.01%
151
2156
$1.74K ﹤0.01%
51
+26
2157
$1.74K ﹤0.01%
106
2158
$1.73K ﹤0.01%
677
-155
2159
$1.71K ﹤0.01%
32
+10
2160
$1.66K ﹤0.01%
623
2161
$1.64K ﹤0.01%
100
+37
2162
$1.64K ﹤0.01%
+33
2163
$1.63K ﹤0.01%
104
+1
2164
$1.62K ﹤0.01%
+107
2165
$1.62K ﹤0.01%
+37
2166
$1.61K ﹤0.01%
130
+4
2167
$1.61K ﹤0.01%
50
-250
2168
$1.61K ﹤0.01%
81
2169
$1.59K ﹤0.01%
217
2170
$1.58K ﹤0.01%
130
2171
$1.57K ﹤0.01%
153
2172
$1.57K ﹤0.01%
+5
2173
$1.56K ﹤0.01%
500
2174
$1.55K ﹤0.01%
59
-178
2175
$1.54K ﹤0.01%
106
85 86
87
88 89