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
1101
$71K ﹤0.01%
1,103
-770
1102
$70.9K ﹤0.01%
632
+249
1103
$70.9K ﹤0.01%
894
-50
1104
$70.8K ﹤0.01%
1,340
+52
1105
$70.4K ﹤0.01%
2,155
-1,427
1106
$70.1K ﹤0.01%
367
+124
1107
$69.9K ﹤0.01%
5,913
+5
1108
$69.9K ﹤0.01%
750
1109
$69.3K ﹤0.01%
300
-176
1110
$69.2K ﹤0.01%
1,029
+6
1111
$68.7K ﹤0.01%
1,071
1112
$68.2K ﹤0.01%
3,740
+674
1113
$68K ﹤0.01%
1,100
+142
1114
$68K ﹤0.01%
3,833
-414
1115
$67.8K ﹤0.01%
3,280
+370
1116
$67.5K ﹤0.01%
638
1117
$67.5K ﹤0.01%
1,291
-42
1118
$67.1K ﹤0.01%
1,262
1119
$66.9K ﹤0.01%
413
1120
$66.4K ﹤0.01%
10,200
1121
$66.2K ﹤0.01%
400
+100
1122
$66.2K ﹤0.01%
950
-25
1123
$65.3K ﹤0.01%
510
+2
1124
$65.3K ﹤0.01%
814
1125
$65.2K ﹤0.01%
+592
43 44
45
46 47