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
1176
$56.5K ﹤0.01%
367
+290
1177
$56.2K ﹤0.01%
850
1178
$56.2K ﹤0.01%
1,952
1179
$56.2K ﹤0.01%
2,249
+500
1180
$56.2K ﹤0.01%
1,216
1181
$55.7K ﹤0.01%
5,010
1182
$55.6K ﹤0.01%
1,295
1183
$54.9K ﹤0.01%
4,324
+36
1184
$54.5K ﹤0.01%
7,758
1185
$54.5K ﹤0.01%
789
+65
1186
$54.4K ﹤0.01%
916
1187
$54.3K ﹤0.01%
1,045
+45
1188
$54.3K ﹤0.01%
572
1189
$53.8K ﹤0.01%
1,396
1190
$53.6K ﹤0.01%
1,439
+970
1191
$53.4K ﹤0.01%
975
1192
$53K ﹤0.01%
4,469
+71
1193
$53K ﹤0.01%
506
-89
1194
$52.8K ﹤0.01%
2,311
-10
1195
$52.5K ﹤0.01%
1,000
1196
$52.5K ﹤0.01%
20,271
+788
1197
$52.4K ﹤0.01%
918
+908
1198
$52.2K ﹤0.01%
546
-173
1199
$52.2K ﹤0.01%
337
+1
1200
$52.2K ﹤0.01%
995
+6
46 47
48
49 50