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
776
$190K ﹤0.01%
7,060
+2,884
777
$190K ﹤0.01%
728
778
$190K ﹤0.01%
742
-35
779
$189K ﹤0.01%
749
-267
780
$188K ﹤0.01%
4,863
-268
781
$188K ﹤0.01%
2,538
-40
782
$188K ﹤0.01%
35,776
+506
783
$188K ﹤0.01%
746
+7
784
$186K ﹤0.01%
2,050
+400
785
$185K ﹤0.01%
1,763
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786
$185K ﹤0.01%
3,671
-979
787
$185K ﹤0.01%
1,342
-100
788
$184K ﹤0.01%
3,928
-17,787
789
$184K ﹤0.01%
2,686
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790
$184K ﹤0.01%
4,240
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791
$183K ﹤0.01%
3,114
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792
$183K ﹤0.01%
10,200
793
$183K ﹤0.01%
4,271
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794
$182K ﹤0.01%
4,733
+8
795
$182K ﹤0.01%
11,850
-2,200
796
$179K ﹤0.01%
12,740
797
$179K ﹤0.01%
532
-100
798
$178K ﹤0.01%
3,856
-410
799
$178K ﹤0.01%
+2,217
800
$178K ﹤0.01%
5,901
-100
30 31
32
33 34