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
1376
$28.3K ﹤0.01%
859
+10
1377
$28.2K ﹤0.01%
271
-231
1378
$28.1K ﹤0.01%
1,033
1379
$28.1K ﹤0.01%
712
1380
$28K ﹤0.01%
421
1381
$28K ﹤0.01%
412
-32
1382
$27.7K ﹤0.01%
568
1383
$27.5K ﹤0.01%
351
1384
$27.5K ﹤0.01%
717
+3
1385
$27.3K ﹤0.01%
1,284
+84
1386
$27.2K ﹤0.01%
2,638
1387
$27.2K ﹤0.01%
+1,500
1388
$27.1K ﹤0.01%
1,920
1389
$27.1K ﹤0.01%
68
-1
1390
$27K ﹤0.01%
972
+463
1391
$26.9K ﹤0.01%
75
+7
1392
$26.8K ﹤0.01%
200
1393
$26.8K ﹤0.01%
2,001
-654
1394
$26.7K ﹤0.01%
296
1395
$26.7K ﹤0.01%
913
1396
$26.7K ﹤0.01%
3,345
-130
1397
$26.6K ﹤0.01%
1,541
+445
1398
$26.5K ﹤0.01%
371
+1
1399
$26.4K ﹤0.01%
440
1400
$26.4K ﹤0.01%
443
54 55
56
57 58