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
301
$1.39M 0.03%
67,211
+61
302
$1.39M 0.03%
5,133
-207
303
$1.37M 0.02%
18,994
-607
304
$1.37M 0.02%
45,197
+1,412
305
$1.36M 0.02%
13,429
-1,904
306
$1.36M 0.02%
3,742
+985
307
$1.35M 0.02%
32,666
-1,061
308
$1.35M 0.02%
18,988
+6,312
309
$1.34M 0.02%
2,415
-76
310
$1.34M 0.02%
71,293
-2,747
311
$1.33M 0.02%
45,682
-72
312
$1.32M 0.02%
53,606
+3,144
313
$1.32M 0.02%
159,670
-1,247
314
$1.32M 0.02%
9,401
-63
315
$1.31M 0.02%
40,417
+1,982
316
$1.31M 0.02%
28,771
+5,623
317
$1.31M 0.02%
56,745
-26,981
318
$1.3M 0.02%
32,300
+2
319
$1.29M 0.02%
3,149
-560
320
$1.29M 0.02%
9,848
+607
321
$1.29M 0.02%
6,515
+21
322
$1.27M 0.02%
35,510
-2,277
323
$1.27M 0.02%
15,605
-1,048
324
$1.27M 0.02%
2
-10
325
$1.26M 0.02%
12,511
-35
11 12
13
14 15