SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
1351
$30.9K ﹤0.01%
12,782
1352
$30.9K ﹤0.01%
750
1353
$30.8K ﹤0.01%
1,321
1354
$30.8K ﹤0.01%
950
-750
1355
$30.5K ﹤0.01%
882
+27
1356
$30.4K ﹤0.01%
410
-490
1357
$30.2K ﹤0.01%
841
-1,255
1358
$30.1K ﹤0.01%
4,482
1359
$30K ﹤0.01%
127
+1
1360
$29.9K ﹤0.01%
2,806
1361
$29.6K ﹤0.01%
650
1362
$29.5K ﹤0.01%
2,000
1363
$29.2K ﹤0.01%
4,000
1364
$29.1K ﹤0.01%
+513
1365
$29.1K ﹤0.01%
1,983
1366
$29.1K ﹤0.01%
1,050
1367
$29K ﹤0.01%
1,030
1368
$29K ﹤0.01%
1,854
-3,896
1369
$28.8K ﹤0.01%
854
1370
$28.8K ﹤0.01%
3,480
+1,267
1371
$28.7K ﹤0.01%
347
+4
1372
$28.6K ﹤0.01%
74
-3
1373
$28.5K ﹤0.01%
479
+3
1374
$28.3K ﹤0.01%
1,000
+400
1375
$28.3K ﹤0.01%
1,715
-2,130
53 54
55
56 57