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
2326
$602 ﹤0.01%
327
2327
$600 ﹤0.01%
+55
2328
$600 ﹤0.01%
36
2329
$598 ﹤0.01%
+147
2330
$594 ﹤0.01%
50
2331
$589 ﹤0.01%
+13
2332
$583 ﹤0.01%
+7
2333
$576 ﹤0.01%
+10
2334
$571 ﹤0.01%
10
2335
$558 ﹤0.01%
+44
2336
$551 ﹤0.01%
566
2337
$546 ﹤0.01%
19
-28,525
2338
$543 ﹤0.01%
+34
2339
$543 ﹤0.01%
300
2340
$534 ﹤0.01%
+6
2341
$517 ﹤0.01%
60
2342
$510 ﹤0.01%
83
2343
$507 ﹤0.01%
+14
2344
$507 ﹤0.01%
+23
2345
$506 ﹤0.01%
+13
2346
$503 ﹤0.01%
+27
2347
– –
-105
2348
– –
-3,200
2349
– –
-100,567
2350
– –
-2,000
92 93
94
95 96