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
951
$114K ﹤0.01%
3,030
952
$114K ﹤0.01%
1,815
953
$113K ﹤0.01%
1,110
+1,042
954
$113K ﹤0.01%
6,025
-258
955
$113K ﹤0.01%
1,964
-40
956
$113K ﹤0.01%
+4,564
957
$113K ﹤0.01%
594
-199
958
$112K ﹤0.01%
1,775
959
$112K ﹤0.01%
2,731
960
$112K ﹤0.01%
4,089
-3,327
961
$112K ﹤0.01%
2,990
962
$111K ﹤0.01%
4,045
-300
963
$111K ﹤0.01%
3,122
+423
964
$111K ﹤0.01%
826
-15,807
965
$110K ﹤0.01%
1,914
+974
966
$110K ﹤0.01%
6,640
-259
967
$110K ﹤0.01%
510
-126
968
$110K ﹤0.01%
1,626
-3
969
$110K ﹤0.01%
9,300
970
$109K ﹤0.01%
1,960
-436
971
$109K ﹤0.01%
4,538
+3,138
972
$108K ﹤0.01%
11,664
973
$108K ﹤0.01%
1,438
-14
974
$108K ﹤0.01%
2,554
+1,156
975
$108K ﹤0.01%
4,653
+3,228
37 38
39
40 41