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
926
$122K ﹤0.01%
981
+33
927
$121K ﹤0.01%
1,611
+81
928
$121K ﹤0.01%
1,870
+3
929
$121K ﹤0.01%
1,390
-518
930
$121K ﹤0.01%
3,488
-437
931
$121K ﹤0.01%
2,000
-125
932
$120K ﹤0.01%
1,422
933
$120K ﹤0.01%
3,009
-1,905
934
$119K ﹤0.01%
6,065
+1,743
935
$119K ﹤0.01%
6,562
936
$119K ﹤0.01%
1,405
-591
937
$119K ﹤0.01%
10,000
-362
938
$118K ﹤0.01%
2,582
939
$118K ﹤0.01%
1,582
+385
940
$118K ﹤0.01%
2,782
+4
941
$117K ﹤0.01%
3,247
+445
942
$116K ﹤0.01%
2,055
+15
943
$116K ﹤0.01%
2,000
944
$115K ﹤0.01%
24,051
945
$115K ﹤0.01%
4,029
+208
946
$115K ﹤0.01%
23,268
947
$115K ﹤0.01%
8,598
948
$115K ﹤0.01%
4,388
-412
949
$114K ﹤0.01%
2,826
950
$114K ﹤0.01%
3,075
36 37
38
39 40