SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
76
$15.9M 0.29%
112,251
+1,663
77
$15.8M 0.29%
66,666
+1,097
78
$15.5M 0.28%
101,535
-15,226
79
$14.6M 0.26%
32,805
+2,976
80
$14.3M 0.26%
250,436
+2,545
81
$14.2M 0.26%
36,932
+1,881
82
$14.1M 0.26%
135,455
-20,560
83
$13.6M 0.25%
269,124
-26,171
84
$12.4M 0.22%
75,263
-18,301
85
$12.2M 0.22%
117,153
-851
86
$12.1M 0.22%
152,086
-5,708
87
$12.1M 0.22%
26
+2
88
$11.9M 0.22%
24
+2
89
$11.8M 0.21%
56,901
+423
90
$11.7M 0.21%
197
+12
91
$11.7M 0.21%
46,225
-4,444
92
$11.5M 0.21%
84,966
+256
93
$11M 0.2%
84,078
+299
94
$10.9M 0.2%
215,632
+2,387
95
$10.9M 0.2%
257,218
-85,705
96
$10.5M 0.19%
65
+3
97
$10.3M 0.19%
204,656
-5,229
98
$9.93M 0.18%
182,442
+4,422
99
$9.64M 0.18%
55,072
+611
100
$9.31M 0.17%
32,336
-6,015
2 3
4
5 6