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
2176
$1.54K ﹤0.01%
83
-5
2177
$1.54K ﹤0.01%
100
2178
$1.53K ﹤0.01%
71
2179
$1.53K ﹤0.01%
22
-1,263
2180
$1.52K ﹤0.01%
132
2181
$1.51K ﹤0.01%
37
-1
2182
$1.51K ﹤0.01%
48
-48
2183
$1.5K ﹤0.01%
100
2184
$1.5K ﹤0.01%
125
+1
2185
$1.48K ﹤0.01%
100
2186
$1.47K ﹤0.01%
300
2187
$1.44K ﹤0.01%
201
2188
$1.44K ﹤0.01%
50
2189
$1.44K ﹤0.01%
241
+9
2190
$1.44K ﹤0.01%
+80
2191
$1.44K ﹤0.01%
8
2192
$1.44K ﹤0.01%
14
+1
2193
$1.43K ﹤0.01%
+24
2194
$1.41K ﹤0.01%
25
2195
$1.39K ﹤0.01%
51
2196
$1.39K ﹤0.01%
44
2197
$1.38K ﹤0.01%
200
2198
$1.38K ﹤0.01%
100
2199
$1.38K ﹤0.01%
63
2200
$1.38K ﹤0.01%
50
86 87
88
89 90