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
376
$1.01M 0.02%
57,246
-857
377
$988K 0.02%
54,237
-2,360
378
$987K 0.02%
10,873
+11
379
$984K 0.02%
5,647
-252
380
$983K 0.02%
4,315
+42
381
$980K 0.02%
26,621
+6,273
382
$977K 0.02%
2,930
+165
383
$976K 0.02%
3,591
-505
384
$974K 0.02%
8,944
-13,581
385
$972K 0.02%
9,778
+893
386
$969K 0.02%
26,790
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387
$957K 0.02%
24,459
+20,101
388
$955K 0.02%
7,468
+100
389
$954K 0.02%
5,284
+4,558
390
$927K 0.02%
8,704
+120
391
$923K 0.02%
16,378
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392
$921K 0.02%
11,487
+1,591
393
$906K 0.02%
10,680
-383
394
$904K 0.02%
7,921
+342
395
$898K 0.02%
17,698
-1,658
396
$894K 0.02%
21,289
+257
397
$887K 0.02%
5,959
+27
398
$885K 0.02%
5,421
+775
399
$882K 0.02%
21,019
-1,431
400
$881K 0.02%
9,107
-597
14 15
16
17 18