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
2226
$1.16K ﹤0.01%
300
2227
$1.14K ﹤0.01%
25
2228
$1.13K ﹤0.01%
100
2229
$1.12K ﹤0.01%
37
2230
$1.12K ﹤0.01%
228
2231
$1.11K ﹤0.01%
63
+14
2232
$1.11K ﹤0.01%
+67
2233
$1.11K ﹤0.01%
+29
2234
$1.1K ﹤0.01%
65
2235
$1.08K ﹤0.01%
35
2236
$1.08K ﹤0.01%
30
-8
2237
$1.07K ﹤0.01%
78
2238
$1.06K ﹤0.01%
33
2239
$1.05K ﹤0.01%
+2
2240
$1.05K ﹤0.01%
+51
2241
$1.05K ﹤0.01%
100
2242
$1.04K ﹤0.01%
+6
2243
$1.02K ﹤0.01%
+43
2244
$1.01K ﹤0.01%
90
2245
$1.01K ﹤0.01%
+32
2246
$1.01K ﹤0.01%
5
2247
$999 ﹤0.01%
+9
2248
$992 ﹤0.01%
30
2249
$988 ﹤0.01%
140
2250
$982 ﹤0.01%
+5
88 89
90
91 92