SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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
+$7.75M
3
+$7.52M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$6.68M
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$5.57M

Top Sells

1
+$20.9M
2
+$20.3M
3
+$6.88M
4
FWONK icon
Liberty Media Series C
FWONK
+$6.48M
5
V icon
Visa
V
+$5.58M

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
2476
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2479
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2480
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2481
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2482
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2483
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2484
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2486
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2488
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2489
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2490
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2491
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2492
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2493
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2495
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2500
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