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
801
$177K ﹤0.01%
4,560
802
$177K ﹤0.01%
14,461
803
$177K ﹤0.01%
2,640
-136
804
$177K ﹤0.01%
7,096
+5,478
805
$176K ﹤0.01%
1,817
-260
806
$175K ﹤0.01%
1,264
+320
807
$175K ﹤0.01%
15,905
+358
808
$175K ﹤0.01%
1,879
+47
809
$175K ﹤0.01%
13,742
-2,500
810
$174K ﹤0.01%
3,026
+415
811
$173K ﹤0.01%
3,666
-4,159
812
$172K ﹤0.01%
17,605
+205
813
$172K ﹤0.01%
2,381
-86
814
$171K ﹤0.01%
4,003
+1,531
815
$171K ﹤0.01%
178
-8
816
$171K ﹤0.01%
3,521
-249
817
$170K ﹤0.01%
386
-19
818
$170K ﹤0.01%
2,411
+7
819
$170K ﹤0.01%
2,148
+960
820
$169K ﹤0.01%
5,982
+1,131
821
$169K ﹤0.01%
3,282
-860
822
$168K ﹤0.01%
1,000
+100
823
$168K ﹤0.01%
9,455
824
$168K ﹤0.01%
2,372
+209
825
$167K ﹤0.01%
1,820
+49
31 32
33
34 35