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
2451
– –
-104
2452
– –
-10
2453
– –
-200
2454
– –
-884
2455
– –
-69
2456
– –
-1,644
2457
– –
-55
2458
– –
-23,712
2459
– –
-414
2460
– –
-161
2461
– –
-500
2462
– –
-2,055
2463
– –
-20
2464
– –
-593
2465
– –
-81
2466
– –
-20
2467
– –
-360
2468
– –
-448
2469
– –
-635
2470
– –
-607
2471
– –
-2,750
2472
– –
-1,250
2473
– –
-2,514
2474
– –
-124
2475
– –
-8
97 98
99
100 101