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
576
$402K 0.01%
769
+327
577
$401K 0.01%
4,678
-18,676
578
$400K 0.01%
8,950
-114
579
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10,844
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580
$399K 0.01%
1,871
+37
581
$397K 0.01%
12,664
-101
582
$395K 0.01%
8,840
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583
$394K 0.01%
1,929
-106
584
$391K 0.01%
2,980
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585
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3,318
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586
$387K 0.01%
2,755
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587
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33,764
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588
$386K 0.01%
6,719
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589
$385K 0.01%
7,987
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590
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5,680
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86,557
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593
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6,340
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$373K 0.01%
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595
$373K 0.01%
1,039
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596
$372K 0.01%
2,503
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597
$372K 0.01%
16,336
-825
598
$371K 0.01%
9,969
+173
599
$370K 0.01%
5,541
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600
$368K 0.01%
1,778
-155
22 23
24
25 26