SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
26
$50.5M 0.92%
66,005
-1,991
27
$46.7M 0.85%
113,606
+8,992
28
$44.6M 0.81%
85,198
-1,933
29
$42.8M 0.78%
57,832
-237
30
$42.2M 0.77%
101,020
-1,608
31
$40.8M 0.74%
31,457
+378
32
$39.2M 0.71%
108,947
+2,643
33
$36.3M 0.66%
31,511
-3,191
34
$31.8M 0.58%
153,980
+36,057
35
$27.8M 0.5%
133,480
+3,638
36
$26.1M 0.47%
127,889
+9,809
37
$25.4M 0.46%
40,415
-265
38
$25.2M 0.46%
151,481
+21,552
39
$25.1M 0.46%
118,410
-2,819
40
$25.1M 0.46%
58,950
+2,240
41
$25.1M 0.46%
132,263
-11,804
42
$25M 0.45%
63,327
+7,230
43
$24.9M 0.45%
492,794
-1,103,971
44
$23.4M 0.42%
127,012
-16,672
45
$23.4M 0.42%
42,282
+8,692
46
$22.8M 0.41%
61,758
+14,423
47
$22.7M 0.41%
11,794
+247
48
$22.6M 0.41%
28,644
+232
49
$22.4M 0.41%
13,146
-721
50
$22M 0.4%
16,096
+25
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