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
2301
$740 ﹤0.01%
200
2302
$732 ﹤0.01%
+30
2303
$727 ﹤0.01%
6
-220
2304
$725 ﹤0.01%
39
2305
$720 ﹤0.01%
+17
2306
$717 ﹤0.01%
25
2307
$717 ﹤0.01%
+11
2308
$713 ﹤0.01%
422
2309
$713 ﹤0.01%
297
-1
2310
$665 ﹤0.01%
+50
2311
$656 ﹤0.01%
+2
2312
$656 ﹤0.01%
70
+13
2313
$644 ﹤0.01%
+107
2314
$636 ﹤0.01%
+18
2315
$636 ﹤0.01%
+8
2316
$635 ﹤0.01%
+52
2317
$627 ﹤0.01%
31
2318
$625 ﹤0.01%
113
+1
2319
$623 ﹤0.01%
23
2320
$623 ﹤0.01%
+23
2321
$623 ﹤0.01%
267
2322
$608 ﹤0.01%
30
2323
$607 ﹤0.01%
76
2324
$606 ﹤0.01%
100
-3,446
2325
$606 ﹤0.01%
+57
91 92
93
94 95