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
551
$442K 0.01%
653
-5
552
$442K 0.01%
3,702
+375
553
$436K 0.01%
4,850
+133
554
$433K 0.01%
4,460
+50
555
$433K 0.01%
4,769
556
$431K 0.01%
1,488
-18
557
$431K 0.01%
2,760
-1,007
558
$429K 0.01%
7,617
+553
559
$428K 0.01%
6,587
-500
560
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3,516
-9
561
$426K 0.01%
2,955
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562
$425K 0.01%
6,672
+11
563
$425K 0.01%
4,177
+1
564
$425K 0.01%
51,810
565
$425K 0.01%
8,628
-1,529
566
$424K 0.01%
2,872
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568
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4,016
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569
$421K 0.01%
4,264
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570
$420K 0.01%
7,770
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571
$420K 0.01%
2,050
-51
572
$418K 0.01%
+15,782
573
$418K 0.01%
2,586
-2,569
574
$406K 0.01%
8,084
+36
575
$405K 0.01%
10,183
-1,433
21 22
23
24 25