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
976
$107K ﹤0.01%
997
+1
977
$107K ﹤0.01%
817
-4,939
978
$106K ﹤0.01%
2,135
+135
979
$106K ﹤0.01%
1,407
-6,392
980
$105K ﹤0.01%
19,021
-3,042
981
$105K ﹤0.01%
17,464
982
$101K ﹤0.01%
963
+46
983
$101K ﹤0.01%
1,155
+7
984
$101K ﹤0.01%
10,701
-57,924
985
$101K ﹤0.01%
180
986
$101K ﹤0.01%
2,963
-95
987
$99.9K ﹤0.01%
4,238
+12
988
$99.7K ﹤0.01%
1,810
989
$99.4K ﹤0.01%
1,000
990
$99.3K ﹤0.01%
5,501
991
$99K ﹤0.01%
2,391
992
$98.8K ﹤0.01%
8,397
+3,871
993
$98.5K ﹤0.01%
992
+60
994
$98.3K ﹤0.01%
18,262
+10
995
$98.1K ﹤0.01%
2,655
-110,595
996
$98K ﹤0.01%
2,439
+512
997
$97.4K ﹤0.01%
656
+100
998
$97.2K ﹤0.01%
2,004
-126
999
$96.7K ﹤0.01%
1,406
-48
1000
$96.2K ﹤0.01%
1,263
-9
38 39
40
41 42