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
701
$265K ﹤0.01%
4,600
-119
702
$265K ﹤0.01%
11,524
+894
703
$261K ﹤0.01%
1,340
+9
704
$259K ﹤0.01%
22,316
705
$259K ﹤0.01%
2,534
+102
706
$258K ﹤0.01%
7,954
707
$257K ﹤0.01%
1,072
-137
708
$254K ﹤0.01%
2,960
+13
709
$253K ﹤0.01%
5,294
+721
710
$252K ﹤0.01%
8,367
+2,168
711
$252K ﹤0.01%
2,325
+177
712
$252K ﹤0.01%
3,447
-3,804
713
$252K ﹤0.01%
4,166
+868
714
$251K ﹤0.01%
8,080
715
$250K ﹤0.01%
1,503
+6
716
$248K ﹤0.01%
57,890
-54,450
717
$247K ﹤0.01%
5,305
-6,730
718
$247K ﹤0.01%
2,205
+1,666
719
$247K ﹤0.01%
1,552
-270
720
$247K ﹤0.01%
2,160
-368
721
$246K ﹤0.01%
10,615
-2,381
722
$243K ﹤0.01%
2,515
+133
723
$243K ﹤0.01%
30
724
$243K ﹤0.01%
1,127
+91
725
$242K ﹤0.01%
20,495
+323
27 28
29
30 31