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
826
$167K ﹤0.01%
1,264
-62
827
$166K ﹤0.01%
9,261
+583
828
$166K ﹤0.01%
2,433
-246
829
$165K ﹤0.01%
10,870
+5,603
830
$164K ﹤0.01%
13,682
831
$164K ﹤0.01%
7,020
+350
832
$163K ﹤0.01%
3,005
+120
833
$162K ﹤0.01%
2,678
+658
834
$161K ﹤0.01%
879
+20
835
$160K ﹤0.01%
3,151
+1
836
$160K ﹤0.01%
2,708
837
$160K ﹤0.01%
1,999
-235
838
$160K ﹤0.01%
3,588
+26
839
$159K ﹤0.01%
3,133
+5
840
$159K ﹤0.01%
1,697
+27
841
$158K ﹤0.01%
3,414
+16
842
$158K ﹤0.01%
980
+38
843
$158K ﹤0.01%
3,573
-2
844
$157K ﹤0.01%
+187,329
845
$157K ﹤0.01%
3,871
-375
846
$157K ﹤0.01%
1,920
-4,836
847
$157K ﹤0.01%
1,847
+25
848
$157K ﹤0.01%
5,133
+1,052
849
$157K ﹤0.01%
2,168
850
$156K ﹤0.01%
18,843
32 33
34
35 36