SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
51
$21.9M 0.4%
42,935
-388
52
$21.7M 0.39%
14,460
+178
53
$21.6M 0.39%
8,197
+108
54
$21.5M 0.39%
45,324
+1,120
55
$21.2M 0.38%
439
56
$21.1M 0.38%
5,921
-355
57
$20.7M 0.38%
74,201
-8,168
58
$20.4M 0.37%
29,549
-4,790
59
$20.3M 0.37%
7,977
+157
60
$20.1M 0.36%
20,055
-596
61
$19.9M 0.36%
342,616
-110,037
62
$19.7M 0.36%
122,850
+2,244
63
$19.6M 0.36%
19,037
+587
64
$19.2M 0.35%
105,480
+3,915
65
$19M 0.35%
225,556
+24,234
66
$19M 0.35%
116,811
-1,776
67
$18.9M 0.34%
30,085
+453
68
$18.5M 0.34%
406,774
+72,713
69
$18.4M 0.33%
38,323
+5,347
70
$18.2M 0.33%
33,733
+571
71
$18.1M 0.33%
23,486
-2,320
72
$17.7M 0.32%
305,544
+23,248
73
$17.7M 0.32%
52,431
+201
74
$17M 0.31%
139,207
-2,775
75
$16.7M 0.3%
39,735
-4,070
1 2
3
4 5