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
1151
$60.5K ﹤0.01%
1,875
1152
$60.3K ﹤0.01%
1,297
-32
1153
$60.3K ﹤0.01%
1,310
+115
1154
$60.3K ﹤0.01%
1,389
-192
1155
$60.3K ﹤0.01%
2,095
1156
$60.2K ﹤0.01%
1,503
1157
$60.2K ﹤0.01%
123
1158
$60.1K ﹤0.01%
1,167
-1,000
1159
$60.1K ﹤0.01%
1,622
+6
1160
$59.5K ﹤0.01%
1,153
+516
1161
$59.4K ﹤0.01%
1,180
1162
$58.8K ﹤0.01%
1,039
-202
1163
$58.6K ﹤0.01%
2,919
1164
$57.9K ﹤0.01%
558
1165
$57.9K ﹤0.01%
758
1166
$57.8K ﹤0.01%
2,100
-1,789
1167
$57.4K ﹤0.01%
662
-3,315
1168
$57.3K ﹤0.01%
8,320
1169
$57.3K ﹤0.01%
1,599
-168
1170
$57.3K ﹤0.01%
1,315
+37
1171
$57.1K ﹤0.01%
3,080
-575
1172
$57.1K ﹤0.01%
1,615
1173
$57K ﹤0.01%
6,408
1174
$57K ﹤0.01%
1,248
-67
1175
$56.9K ﹤0.01%
955
+1
45 46
47
48 49