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
426
$791K 0.01%
15,682
-35
427
$787K 0.01%
1,377
+325
428
$772K 0.01%
3,762
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429
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20,093
430
$763K 0.01%
24,001
-33,497
431
$758K 0.01%
9,451
+384
432
$753K 0.01%
11,553
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433
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9,971
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434
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10,291
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435
$724K 0.01%
5,076
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436
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2,076
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437
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5,458
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438
$718K 0.01%
3,843
439
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12,357
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440
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11,172
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441
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443
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6,672
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444
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19,455
445
$691K 0.01%
1,443
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446
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1,092
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447
$684K 0.01%
5,455
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448
$681K 0.01%
7,674
-746
449
$676K 0.01%
16,453
+352
450
$675K 0.01%
4,102
+1,324
16 17
18
19 20