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
2251
$977 ﹤0.01%
9
-133
2252
$977 ﹤0.01%
123
2253
$973 ﹤0.01%
+26
2254
$970 ﹤0.01%
31
2255
$967 ﹤0.01%
20
2256
$954 ﹤0.01%
+47
2257
$949 ﹤0.01%
115
2258
$947 ﹤0.01%
11
+3
2259
$946 ﹤0.01%
15
2260
$945 ﹤0.01%
+16
2261
$944 ﹤0.01%
+19
2262
$939 ﹤0.01%
+27
2263
$932 ﹤0.01%
77
2264
$928 ﹤0.01%
20
-700
2265
$927 ﹤0.01%
49
2266
$927 ﹤0.01%
8
2267
$921 ﹤0.01%
415
2268
$921 ﹤0.01%
+30
2269
$910 ﹤0.01%
40
+1
2270
$909 ﹤0.01%
10
2271
$907 ﹤0.01%
26
2272
$885 ﹤0.01%
+18
2273
$882 ﹤0.01%
513
2274
$881 ﹤0.01%
13
2275
$879 ﹤0.01%
+42
89 90
91
92 93