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
676
$283K 0.01%
15,429
-5,396
677
$283K 0.01%
14,502
+752
678
$283K 0.01%
3,261
-3,172
679
$282K 0.01%
958
-17
680
$282K 0.01%
21,346
681
$282K 0.01%
5,635
682
$281K 0.01%
28,032
683
$279K 0.01%
7,571
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684
$279K 0.01%
2,142
-2,937
685
$278K 0.01%
5,906
+318
686
$276K 0.01%
7,352
-1,910
687
$275K 0.01%
23,023
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688
$275K 0.01%
6,092
-644
689
$272K ﹤0.01%
2,280
690
$272K ﹤0.01%
3,162
+379
691
$272K ﹤0.01%
25,752
+14
692
$272K ﹤0.01%
1,775
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693
$271K ﹤0.01%
8,590
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694
$271K ﹤0.01%
5,675
+13
695
$271K ﹤0.01%
1,840
+126
696
$270K ﹤0.01%
48,519
+18,165
697
$270K ﹤0.01%
850
+550
698
$268K ﹤0.01%
13,867
+2,900
699
$267K ﹤0.01%
2,536
700
$266K ﹤0.01%
176
-147
26 27
28
29 30