SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.51B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.44M
3
+$5.71M
4
ALLE icon
Allegion
ALLE
+$5.42M
5
MCHP icon
Microchip Technology
MCHP
+$5.38M

Top Sells

1
+$55.7M
2
+$11.6M
3
+$7.59M
4
DOV icon
Dover
DOV
+$6.64M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.39M

Sector Composition

1 Technology 11.79%
2 Industrials 4.59%
3 Financials 3.93%
4 Consumer Discretionary 3.71%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.38M 0.04%
54,807
+3,660
227
$2.33M 0.04%
5,571
+247
228
$2.28M 0.04%
17,349
-527
229
$2.26M 0.04%
24,297
+150
230
$2.26M 0.04%
51,098
+4,611
231
$2.25M 0.04%
271,527
-12,413
232
$2.24M 0.04%
16,719
+936
233
$2.22M 0.04%
23,221
+999
234
$2.2M 0.04%
16,691
+6,281
235
$2.17M 0.04%
17,085
-908
236
$2.17M 0.04%
5,554
+606
237
$2.17M 0.04%
95,222
-11,459
238
$2.17M 0.04%
28,082
+3,319
239
$2.16M 0.04%
101,733
+871
240
$2.15M 0.04%
18,555
-2,077
241
$2.15M 0.04%
103,830
+5,475
242
$2.14M 0.04%
7,541
-125
243
$2.13M 0.04%
5,343
+41
244
$2.11M 0.04%
2,531
-12
245
$2.1M 0.04%
34,879
+12,466
246
$2.09M 0.04%
19,082
-33
247
$2.09M 0.04%
50,823
+1,464
248
$2.08M 0.04%
17,212
+590
249
$2.05M 0.04%
12,128
+1,457
250
$2.03M 0.04%
35,115
+1,965
8 9
10
11 12