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
1076
$77.8K ﹤0.01%
1,474
-413
1077
$77.7K ﹤0.01%
6,505
-70
1078
$77.6K ﹤0.01%
1,774
+2
1079
$77K ﹤0.01%
182
+96
1080
$76.9K ﹤0.01%
704
1081
$76.1K ﹤0.01%
2,854
1082
$75.8K ﹤0.01%
457
+214
1083
$75.6K ﹤0.01%
4,908
-350
1084
$75.4K ﹤0.01%
600
+320
1085
$75.3K ﹤0.01%
768
1086
$75.3K ﹤0.01%
+2,420
1087
$74.4K ﹤0.01%
216
-331
1088
$74.3K ﹤0.01%
3,427
+232
1089
$74.2K ﹤0.01%
2,923
1090
$74.1K ﹤0.01%
5,800
1091
$73.1K ﹤0.01%
1,800
1092
$73K ﹤0.01%
983
+57
1093
$72.7K ﹤0.01%
4,173
1094
$72.4K ﹤0.01%
11,000
1095
$72.3K ﹤0.01%
340
1096
$72.2K ﹤0.01%
1,000
1097
$71.7K ﹤0.01%
5,000
-1,009
1098
$71.5K ﹤0.01%
2,190
1099
$71.1K ﹤0.01%
1,210
-130
1100
$71K ﹤0.01%
2,500
42 43
44
45 46