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
326
$1.26M 0.02%
7,649
+386
327
$1.26M 0.02%
60,534
-726
328
$1.26M 0.02%
39,270
+2,497
329
$1.25M 0.02%
171,732
-4,400
330
$1.25M 0.02%
11,907
+5,705
331
$1.25M 0.02%
12,142
-767
332
$1.25M 0.02%
12,125
-1,705
333
$1.25M 0.02%
14,295
+253
334
$1.25M 0.02%
28,547
-735
335
$1.24M 0.02%
13,091
+63
336
$1.24M 0.02%
21,373
+1,248
337
$1.23M 0.02%
17,622
+1
338
$1.22M 0.02%
17,864
339
$1.21M 0.02%
5,916
-443
340
$1.21M 0.02%
33,576
+3
341
$1.21M 0.02%
332
-34
342
$1.2M 0.02%
11,192
+1,321
343
$1.2M 0.02%
18,234
-240
344
$1.19M 0.02%
11,875
+609
345
$1.19M 0.02%
10,671
+7,422
346
$1.16M 0.02%
3,717
+242
347
$1.15M 0.02%
31,541
-2,659
348
$1.15M 0.02%
23,096
-1,888
349
$1.14M 0.02%
28,400
350
$1.14M 0.02%
4,592
-6,626
12 13
14
15 16