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
451
$673K 0.01%
12,060
+930
452
$660K 0.01%
16,201
+569
453
$658K 0.01%
2,717
+312
454
$657K 0.01%
2,536
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455
$654K 0.01%
28,232
+1,312
456
$644K 0.01%
2,471
+61
457
$643K 0.01%
26,726
+20,191
458
$643K 0.01%
38,054
459
$641K 0.01%
9,556
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460
$636K 0.01%
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461
$635K 0.01%
9,160
462
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15,629
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463
$630K 0.01%
17,534
-3,696
464
$626K 0.01%
52,870
+48,750
465
$624K 0.01%
18,587
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466
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16,202
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467
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5,047
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468
$619K 0.01%
12,592
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469
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6,130
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470
$619K 0.01%
11,825
-107,765
471
$619K 0.01%
2,624
+340
472
$616K 0.01%
85,649
+14,348
473
$612K 0.01%
5,826
+5,173
474
$610K 0.01%
4,562
-85
475
$608K 0.01%
2,456
-62
17 18
19
20 21