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
1051
$81.2K ﹤0.01%
4,945
+554
1052
$81.2K ﹤0.01%
2,998
-7,566
1053
$81.1K ﹤0.01%
201
-4
1054
$81.1K ﹤0.01%
2,065
1055
$80.9K ﹤0.01%
836
+692
1056
$80.7K ﹤0.01%
435
+21
1057
$80.3K ﹤0.01%
17,387
-27,556
1058
$80.2K ﹤0.01%
1,471
+1
1059
$80K ﹤0.01%
582
+82
1060
$79.9K ﹤0.01%
5,664
1061
$79.8K ﹤0.01%
1,224
+536
1062
$79.7K ﹤0.01%
420
1063
$79.6K ﹤0.01%
1,138
-6
1064
$79.5K ﹤0.01%
1,335
-125
1065
$79.4K ﹤0.01%
311
-3
1066
$79.3K ﹤0.01%
3,285
1067
$79.1K ﹤0.01%
459
-30
1068
$79K ﹤0.01%
1,006
+4
1069
$78.9K ﹤0.01%
1,706
+951
1070
$78.8K ﹤0.01%
21,901
-4,775
1071
$78.6K ﹤0.01%
881
1072
$78.5K ﹤0.01%
+825
1073
$78.5K ﹤0.01%
1,972
-14
1074
$78.3K ﹤0.01%
1,023
+15
1075
$77.9K ﹤0.01%
7,000
41 42
43
44 45