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
876
$149K ﹤0.01%
2,886
877
$147K ﹤0.01%
4,550
-1,600
878
$147K ﹤0.01%
15,146
-1,142
879
$147K ﹤0.01%
15,217
+3,134
880
$146K ﹤0.01%
2,538
881
$144K ﹤0.01%
6,453
+219
882
$144K ﹤0.01%
4,950
-5,666
883
$142K ﹤0.01%
3,674
884
$142K ﹤0.01%
14,000
885
$142K ﹤0.01%
3,011
+291
886
$141K ﹤0.01%
8,632
887
$141K ﹤0.01%
3,962
-444
888
$141K ﹤0.01%
1,577
-58
889
$141K ﹤0.01%
2,001
890
$140K ﹤0.01%
3,622
+397
891
$140K ﹤0.01%
419
+4
892
$140K ﹤0.01%
482
+4
893
$140K ﹤0.01%
8,546
+345
894
$139K ﹤0.01%
1,308
+197
895
$139K ﹤0.01%
1,238
-91
896
$139K ﹤0.01%
9,708
897
$137K ﹤0.01%
1,775
+9
898
$137K ﹤0.01%
5,084
+57
899
$136K ﹤0.01%
1,024
+60
900
$136K ﹤0.01%
2,163
-79
34 35
36
37 38