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
1026
$88.1K ﹤0.01%
4,897
1027
$87.8K ﹤0.01%
864
-350
1028
$87.2K ﹤0.01%
3,555
1029
$87.2K ﹤0.01%
2,827
+1
1030
$87.1K ﹤0.01%
583
+3
1031
$87K ﹤0.01%
5,400
1032
$86.7K ﹤0.01%
1,269
-67
1033
$86.4K ﹤0.01%
12,296
1034
$86.4K ﹤0.01%
1,513
-412
1035
$86K ﹤0.01%
1,318
+21
1036
$85.9K ﹤0.01%
807
-175
1037
$85.8K ﹤0.01%
17,834
1038
$85.7K ﹤0.01%
1,700
+100
1039
$85.3K ﹤0.01%
2,417
1040
$85.3K ﹤0.01%
1,296
1041
$85.2K ﹤0.01%
7,510
-43,666
1042
$85.1K ﹤0.01%
991
1043
$84.8K ﹤0.01%
550
+104
1044
$84.5K ﹤0.01%
670
-390
1045
$84.4K ﹤0.01%
6,405
+1,010
1046
$84.3K ﹤0.01%
375
+172
1047
$84.2K ﹤0.01%
4,147
+1,110
1048
$83.4K ﹤0.01%
2,569
-265
1049
$82.8K ﹤0.01%
925
1050
$82K ﹤0.01%
3,142
+848
40 41
42
43 44