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
1126
$64.9K ﹤0.01%
505
1127
$64.5K ﹤0.01%
543
+7
1128
$64.4K ﹤0.01%
7,712
1129
$64.3K ﹤0.01%
+1,559
1130
$64.1K ﹤0.01%
3,950
1131
$63.9K ﹤0.01%
372
+7
1132
$63.8K ﹤0.01%
2,280
1133
$63.5K ﹤0.01%
491
+6
1134
$63.4K ﹤0.01%
1,363
1135
$63.2K ﹤0.01%
2,624
+396
1136
$63.2K ﹤0.01%
3,890
+2,000
1137
$63.1K ﹤0.01%
1,392
-2,339
1138
$62.7K ﹤0.01%
3,964
-885
1139
$62.6K ﹤0.01%
1,464
-173
1140
$62.4K ﹤0.01%
8,222
+1,269
1141
$62.1K ﹤0.01%
5,000
1142
$62K ﹤0.01%
1,050
1143
$61.9K ﹤0.01%
947
-76
1144
$61.8K ﹤0.01%
549
+6
1145
$61.7K ﹤0.01%
268
1146
$61.3K ﹤0.01%
639
+51
1147
$61.1K ﹤0.01%
+1,751
1148
$61K ﹤0.01%
5,545
+861
1149
$60.7K ﹤0.01%
4,076
+1,800
1150
$60.7K ﹤0.01%
+740
44 45
46
47 48