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
851
$155K ﹤0.01%
4,026
-362
852
$155K ﹤0.01%
3,979
-2,808
853
$155K ﹤0.01%
5,623
+20
854
$154K ﹤0.01%
6,662
855
$154K ﹤0.01%
4,205
-537
856
$154K ﹤0.01%
1,320
857
$154K ﹤0.01%
5,962
+4
858
$153K ﹤0.01%
4,200
859
$153K ﹤0.01%
7,387
-977
860
$152K ﹤0.01%
17,970
+9,934
861
$152K ﹤0.01%
799
+10
862
$152K ﹤0.01%
1,603
+126
863
$152K ﹤0.01%
5,445
-622
864
$152K ﹤0.01%
1,278
865
$152K ﹤0.01%
24,908
866
$152K ﹤0.01%
6,900
+2
867
$152K ﹤0.01%
694
-205
868
$151K ﹤0.01%
4,134
-1
869
$151K ﹤0.01%
1,771
+2
870
$150K ﹤0.01%
5,309
-954
871
$150K ﹤0.01%
9,095
+155
872
$150K ﹤0.01%
967
+180
873
$150K ﹤0.01%
6,728
+5,536
874
$149K ﹤0.01%
7,550
875
$149K ﹤0.01%
2,194
+1,171
33 34
35
36 37