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
276
$1.7M 0.03%
29,788
-2,840
277
$1.69M 0.03%
28,905
+912
278
$1.69M 0.03%
12,416
+955
279
$1.67M 0.03%
29,682
-50,823
280
$1.67M 0.03%
14,378
+6,850
281
$1.61M 0.03%
9,093
+536
282
$1.6M 0.03%
31,986
+831
283
$1.6M 0.03%
16,375
+76
284
$1.59M 0.03%
47,437
285
$1.57M 0.03%
30,580
+2,294
286
$1.55M 0.03%
69,096
+3,141
287
$1.54M 0.03%
38,137
-2,540
288
$1.53M 0.03%
56,346
-912
289
$1.51M 0.03%
7,650
+823
290
$1.5M 0.03%
15,977
+1,354
291
$1.48M 0.03%
35,542
+10,344
292
$1.48M 0.03%
52,028
+236
293
$1.47M 0.03%
38,340
-1,101
294
$1.47M 0.03%
16,850
-1,358
295
$1.45M 0.03%
1,499
+114
296
$1.43M 0.03%
34,018
+754
297
$1.43M 0.03%
36,707
+7,652
298
$1.42M 0.03%
9,144
+192
299
$1.41M 0.03%
1,960
-1,688
300
$1.41M 0.03%
192,957
+702
10 11
12
13 14