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
2276
$854 ﹤0.01%
70
2277
$849 ﹤0.01%
94
2278
$845 ﹤0.01%
5
2279
$845 ﹤0.01%
5
2280
$836 ﹤0.01%
4,915
-85
2281
$832 ﹤0.01%
+51
2282
$828 ﹤0.01%
88
-12
2283
$823 ﹤0.01%
+8
2284
$822 ﹤0.01%
100
2285
$813 ﹤0.01%
300
2286
$808 ﹤0.01%
66
+1
2287
$792 ﹤0.01%
14
2288
$791 ﹤0.01%
100
2289
$784 ﹤0.01%
19
2290
$779 ﹤0.01%
+48
2291
$778 ﹤0.01%
30
2292
$776 ﹤0.01%
+4
2293
$772 ﹤0.01%
+5
2294
$769 ﹤0.01%
252
2295
$768 ﹤0.01%
20
2296
$768 ﹤0.01%
32
2297
$767 ﹤0.01%
710
+2
2298
$762 ﹤0.01%
20
2299
$760 ﹤0.01%
+36
2300
$752 ﹤0.01%
70
90 91
92
93 94