SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
2401
– –
-70
2402
– –
-470
2403
– –
-3,276
2404
– –
-1,500
2405
– –
-924
2406
– –
-158
2407
– –
-6
2408
– –
-600
2409
– –
-331
2410
– –
-500
2411
– –
-670
2412
– –
-600
2413
– –
-17,711
2414
– –
-5,092
2415
– –
-85
2416
– –
-139
2417
– –
-4,914
2418
– –
-18,993
2419
– –
-2,055
2420
– –
-20
2421
– –
-85
2422
– –
-10
2423
– –
-5
2424
– –
-63
2425
– –
-812
95 96
97
98 99