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
401
$879K 0.02%
3,316
-1,195
402
$871K 0.02%
22,288
-4,041
403
$870K 0.02%
4,222
-348
404
$864K 0.02%
42,468
+15
405
$856K 0.02%
33,193
+6,631
406
$851K 0.02%
4,446
+1,453
407
$850K 0.02%
7,186
-1,368
408
$848K 0.02%
32,495
+13,506
409
$847K 0.02%
26,064
+2,970
410
$845K 0.02%
12,550
-26
411
$843K 0.02%
26,825
-4
412
$840K 0.02%
11,877
+19
413
$840K 0.02%
14,332
+109
414
$835K 0.02%
10,124
-531
415
$819K 0.01%
10,256
+2,976
416
$812K 0.01%
18,738
-417
417
$811K 0.01%
7,786
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418
$810K 0.01%
3,085
-128
419
$809K 0.01%
21,501
-2,418
420
$806K 0.01%
24,657
-2,773
421
$804K 0.01%
4,677
+237
422
$804K 0.01%
14,048
+1
423
$799K 0.01%
6,139
-173
424
$796K 0.01%
12,330
425
$795K 0.01%
41,202
+4,461
15 16
17
18 19