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
651
$313K 0.01%
10,180
+9,406
652
$312K 0.01%
4,079
-94
653
$311K 0.01%
1,256
-112
654
$311K 0.01%
5,786
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655
$311K 0.01%
4,087
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656
$310K 0.01%
2,812
657
$308K 0.01%
1,135
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658
$307K 0.01%
811
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659
$307K 0.01%
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-48
660
$306K 0.01%
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661
$304K 0.01%
2,054
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662
$303K 0.01%
4,270
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663
$302K 0.01%
2,854
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664
$301K 0.01%
2,937
+1,686
665
$300K 0.01%
5,817
666
$299K 0.01%
95
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667
$299K 0.01%
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668
$298K 0.01%
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669
$297K 0.01%
4,413
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670
$295K 0.01%
39,450
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671
$294K 0.01%
2,392
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672
$293K 0.01%
7,500
673
$290K 0.01%
1,490
+44
674
$287K 0.01%
45,593
+45,189
675
$284K 0.01%
71,705
25 26
27
28 29