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
476
$608K 0.01%
4,325
+3,316
477
$608K 0.01%
16,865
+16,340
478
$607K 0.01%
5,503
-78
479
$605K 0.01%
19,627
+19,082
480
$601K 0.01%
395
-11
481
$597K 0.01%
4,308
-234
482
$595K 0.01%
16,824
483
$595K 0.01%
2,447
-82
484
$594K 0.01%
18,790
-2,960
485
$591K 0.01%
9,916
-330
486
$588K 0.01%
9,315
+1,613
487
$586K 0.01%
17,784
-2,365
488
$582K 0.01%
16,863
-117
489
$575K 0.01%
25,366
-1,249
490
$571K 0.01%
2,094
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491
$570K 0.01%
10,600
+7,300
492
$570K 0.01%
3,931
+143
493
$566K 0.01%
3,503
+162
494
$564K 0.01%
17,581
-1,085
495
$555K 0.01%
3,001
-540
496
$553K 0.01%
17,987
-5,000
497
$546K 0.01%
7,371
+83
498
$544K 0.01%
1,814
+1
499
$535K 0.01%
2,055
-87
500
$534K 0.01%
1,862
-22
18 19
20
21 22