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
726
$241K ﹤0.01%
1,954
-36
727
$240K ﹤0.01%
5,112
+17
728
$239K ﹤0.01%
5,677
+11
729
$239K ﹤0.01%
6,078
730
$238K ﹤0.01%
6,641
-90
731
$237K ﹤0.01%
3,964
+1,035
732
$236K ﹤0.01%
10,282
+2,273
733
$235K ﹤0.01%
5,062
734
$235K ﹤0.01%
4,947
-16
735
$230K ﹤0.01%
9,300
736
$230K ﹤0.01%
6,237
-26
737
$227K ﹤0.01%
5,208
738
$226K ﹤0.01%
11,226
-714
739
$226K ﹤0.01%
2,825
+12
740
$224K ﹤0.01%
2,116
-86
741
$222K ﹤0.01%
11,780
+1,345
742
$221K ﹤0.01%
2,316
743
$219K ﹤0.01%
9,530
-588
744
$218K ﹤0.01%
2,161
-444
745
$218K ﹤0.01%
1,993
-14
746
$217K ﹤0.01%
5,425
747
$217K ﹤0.01%
4,601
+138
748
$216K ﹤0.01%
2,095
-171
749
$216K ﹤0.01%
3,167
+2,713
750
$215K ﹤0.01%
1,660
+14
28 29
30
31 32