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
526
$479K 0.01%
7,074
-549
527
$479K 0.01%
22,058
+2,995
528
$476K 0.01%
1,215
+337
529
$474K 0.01%
5,721
-3,575
530
$474K 0.01%
9,902
-6,600
531
$474K 0.01%
2,224
+111
532
$471K 0.01%
18,477
-1,130
533
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6,387
-952
534
$468K 0.01%
20,888
535
$467K 0.01%
13,685
+2
536
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7,533
-37
537
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7,978
+7,878
538
$465K 0.01%
5,935
-244
539
$462K 0.01%
36,425
+3,212
540
$461K 0.01%
18,558
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541
$461K 0.01%
12,069
-1
542
$460K 0.01%
41,583
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543
$458K 0.01%
2,681
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544
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5,582
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545
$451K 0.01%
2,236
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546
$449K 0.01%
11,321
547
$449K 0.01%
18,146
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548
$447K 0.01%
13,209
-1
549
$446K 0.01%
6,522
-5,635
550
$444K 0.01%
5,083
+3,196
20 21
22
23 24