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
351
$1.12M 0.02%
30,170
-2,986
352
$1.1M 0.02%
16,591
+301
353
$1.1M 0.02%
105,276
+7
354
$1.1M 0.02%
4,051
-224
355
$1.09M 0.02%
15,984
-1,634
356
$1.09M 0.02%
32,543
-6,594
357
$1.09M 0.02%
77,380
-5,055
358
$1.09M 0.02%
21,666
+2,944
359
$1.08M 0.02%
11,536
-6,795
360
$1.08M 0.02%
22,689
-1,295
361
$1.08M 0.02%
19,852
+2,443
362
$1.07M 0.02%
20,252
+2,130
363
$1.06M 0.02%
15,194
+16
364
$1.06M 0.02%
24,621
+2,908
365
$1.06M 0.02%
13,231
-3,719
366
$1.05M 0.02%
32,195
+21,808
367
$1.04M 0.02%
1,858
+791
368
$1.03M 0.02%
19,794
369
$1.03M 0.02%
1,769
+98
370
$1.03M 0.02%
20,869
+621
371
$1.03M 0.02%
40,494
+906
372
$1.02M 0.02%
12,708
+95
373
$1.02M 0.02%
14,154
+709
374
$1.01M 0.02%
27,034
+822
375
$1.01M 0.02%
8,905
+740
13 14
15
16 17