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
201
$2.4M 0.09%
73,994
-7,483
202
$2.25M 0.09%
16,020
-756
203
$2.23M 0.08%
17,563
-188
204
$2.22M 0.08%
219,100
-116,670
205
$2.21M 0.08%
73,266
-7,949
206
$2.21M 0.08%
108,509
-8,271
207
$2.2M 0.08%
65,398
+3,723
208
$2.2M 0.08%
80,284
+481
209
$2.18M 0.08%
59,500
-9,400
210
$2.15M 0.08%
18,733
+10
211
$2.15M 0.08%
10,352
+1,285
212
$2.14M 0.08%
17,890
+12
213
$2.14M 0.08%
29,590
-764
214
$2.12M 0.08%
74,964
+6,911
215
$2.12M 0.08%
20,472
-75
216
$2.08M 0.08%
105,652
+17,814
217
$2.07M 0.08%
46,713
+3,986
218
$2.02M 0.08%
24,550
+24,233
219
$2.02M 0.08%
91,976
220
$1.99M 0.08%
65,289
+498
221
$1.98M 0.08%
52,155
-551
222
$1.96M 0.07%
57,718
+2,862
223
$1.93M 0.07%
20,864
+322
224
$1.92M 0.07%
26,095
-4,119
225
$1.92M 0.07%
13,848
+690
7 8
9
10 11