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
751
$213K ﹤0.01%
1,808
-226
752
$212K ﹤0.01%
3,003
-302
753
$211K ﹤0.01%
1,602
+100
754
$211K ﹤0.01%
7,470
-60
755
$210K ﹤0.01%
7,821
-1,361
756
$209K ﹤0.01%
1,934
+19
757
$209K ﹤0.01%
8,215
+763
758
$209K ﹤0.01%
1,777
+24
759
$208K ﹤0.01%
24,500
-1,000
760
$205K ﹤0.01%
2,467
-99
761
$204K ﹤0.01%
13,451
762
$204K ﹤0.01%
1,466
-67
763
$203K ﹤0.01%
7,206
+1,253
764
$202K ﹤0.01%
3,640
765
$200K ﹤0.01%
1,494
+662
766
$197K ﹤0.01%
2,406
+26
767
$197K ﹤0.01%
4,249
768
$197K ﹤0.01%
1,694
+5
769
$197K ﹤0.01%
849
770
$196K ﹤0.01%
5,488
771
$196K ﹤0.01%
7,701
772
$191K ﹤0.01%
+6,795
773
$191K ﹤0.01%
+13,150
774
$191K ﹤0.01%
3,911
+117
775
$191K ﹤0.01%
6,797
+11
29 30
31
32 33