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
501
$529K 0.01%
27,992
502
$523K 0.01%
3,293
-184
503
$521K 0.01%
6,904
-21,658
504
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7,527
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505
$516K 0.01%
22,863
+9,989
506
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16,302
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507
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7,155
508
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10,691
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509
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510
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7,000
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511
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15,700
512
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810
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513
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5,418
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514
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4,255
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515
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6,653
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516
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517
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518
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519
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4,242
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520
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521
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13,525
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522
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926
-130
523
$480K 0.01%
14,785
524
$480K 0.01%
390
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525
$479K 0.01%
8,312
-278
19 20
21
22 23