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
1001
$96.2K ﹤0.01%
1,098
+978
1002
$96K ﹤0.01%
1,702
+495
1003
$96K ﹤0.01%
2,246
+2
1004
$95.9K ﹤0.01%
1,125
-3,495
1005
$95.6K ﹤0.01%
5,263
+2,314
1006
$95.3K ﹤0.01%
6,832
+123
1007
$94.1K ﹤0.01%
1,691
1008
$94K ﹤0.01%
2,070
-300
1009
$93.2K ﹤0.01%
9,178
1010
$92.5K ﹤0.01%
6,500
1011
$91.4K ﹤0.01%
+1,695
1012
$90.6K ﹤0.01%
5,657
-211
1013
$90.6K ﹤0.01%
1,698
-786
1014
$90.5K ﹤0.01%
719
+79
1015
$90.2K ﹤0.01%
7,248
1016
$90.1K ﹤0.01%
1,769
-985
1017
$90.1K ﹤0.01%
2,887
-223
1018
$89.8K ﹤0.01%
5,135
1019
$89.1K ﹤0.01%
6,356
1020
$89K ﹤0.01%
2,068
+55
1021
$89K ﹤0.01%
3,473
-3,934
1022
$88.8K ﹤0.01%
4,140
1023
$88.7K ﹤0.01%
6,867
1024
$88.6K ﹤0.01%
2,150
1025
$88.2K ﹤0.01%
724
39 40
41
42 43