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
251
$2.02M 0.04%
29,815
+6,448
252
$1.99M 0.04%
61,235
-490
253
$1.98M 0.04%
97,268
+1,850
254
$1.95M 0.04%
50,512
-5,558
255
$1.94M 0.04%
9,113
-1,009
256
$1.94M 0.04%
19,268
-458
257
$1.92M 0.03%
21,007
-149
258
$1.9M 0.03%
10,168
-470
259
$1.89M 0.03%
99,245
+4,860
260
$1.87M 0.03%
16,191
-3,672
261
$1.86M 0.03%
11,390
+201
262
$1.85M 0.03%
14,399
+5,083
263
$1.84M 0.03%
50,077
+1,370
264
$1.84M 0.03%
6,117
+305
265
$1.83M 0.03%
32,243
+664
266
$1.8M 0.03%
24,683
267
$1.79M 0.03%
7,023
-91
268
$1.79M 0.03%
39,251
+9,891
269
$1.76M 0.03%
6,238
+1,014
270
$1.75M 0.03%
15,262
-3,744
271
$1.74M 0.03%
110,658
+1,810
272
$1.74M 0.03%
14,238
-684
273
$1.73M 0.03%
11,659
+230
274
$1.73M 0.03%
30,042
+15,692
275
$1.72M 0.03%
72,026
-347
9 10
11
12 13