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
901
$136K ﹤0.01%
5,781
+3,980
902
$135K ﹤0.01%
2,412
+502
903
$135K ﹤0.01%
1,704
904
$135K ﹤0.01%
12,939
+88
905
$135K ﹤0.01%
700
906
$135K ﹤0.01%
4,615
+7
907
$135K ﹤0.01%
2,827
+33
908
$135K ﹤0.01%
1,374
-1
909
$134K ﹤0.01%
44,690
910
$134K ﹤0.01%
4,436
-120
911
$134K ﹤0.01%
12,329
912
$133K ﹤0.01%
3,377
913
$132K ﹤0.01%
405
-150
914
$132K ﹤0.01%
2,969
-359
915
$132K ﹤0.01%
997
-112
916
$131K ﹤0.01%
16,039
917
$130K ﹤0.01%
3,197
918
$130K ﹤0.01%
4,877
-5,964
919
$129K ﹤0.01%
1,277
920
$129K ﹤0.01%
371
+14
921
$126K ﹤0.01%
13,842
-182,880
922
$126K ﹤0.01%
1,111
923
$126K ﹤0.01%
1,725
-10,891
924
$125K ﹤0.01%
941
-121
925
$123K ﹤0.01%
3,810
-246
35 36
37
38 39