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
2201
$1.37K ﹤0.01%
29
2202
$1.35K ﹤0.01%
48
-197
2203
$1.34K ﹤0.01%
42
2204
$1.34K ﹤0.01%
31
2205
$1.33K ﹤0.01%
35
2206
$1.31K ﹤0.01%
307
2207
$1.3K ﹤0.01%
+200
2208
$1.3K ﹤0.01%
8
+1
2209
$1.3K ﹤0.01%
272
2210
$1.3K ﹤0.01%
+100
2211
$1.29K ﹤0.01%
33
+8
2212
$1.29K ﹤0.01%
240
2213
$1.27K ﹤0.01%
167
2214
$1.26K ﹤0.01%
100
2215
$1.25K ﹤0.01%
17
-361
2216
$1.22K ﹤0.01%
355
2217
$1.19K ﹤0.01%
+70
2218
$1.19K ﹤0.01%
+93
2219
$1.18K ﹤0.01%
100
2220
$1.18K ﹤0.01%
+55
2221
$1.17K ﹤0.01%
+100
2222
$1.17K ﹤0.01%
78
-47
2223
$1.17K ﹤0.01%
+150
2224
$1.17K ﹤0.01%
25
2225
$1.17K ﹤0.01%
7
87 88
89
90 91