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
1201
$52K ﹤0.01%
197
+95
1202
$51.9K ﹤0.01%
430
+275
1203
$51.8K ﹤0.01%
5,479
1204
$51.7K ﹤0.01%
5,689
-602
1205
$51.4K ﹤0.01%
130
+14
1206
$51.2K ﹤0.01%
2,947
1207
$51.1K ﹤0.01%
3,181
-486
1208
$51.1K ﹤0.01%
3,233
1209
$50.8K ﹤0.01%
4,000
1210
$50.8K ﹤0.01%
3,300
+300
1211
$50.3K ﹤0.01%
3,670
1212
$50.2K ﹤0.01%
1,336
-77
1213
$50.2K ﹤0.01%
3,209
+4
1214
$50K ﹤0.01%
5,206
1215
$50K ﹤0.01%
1,270
+367
1216
$50K ﹤0.01%
401
1217
$49.7K ﹤0.01%
24,500
+4,000
1218
$49.6K ﹤0.01%
601
1219
$49.5K ﹤0.01%
2,790
1220
$49.1K ﹤0.01%
2,455
+150
1221
$49K ﹤0.01%
800
1222
$48.9K ﹤0.01%
1,837
1223
$48.8K ﹤0.01%
852
+10
1224
$48.6K ﹤0.01%
733
+1
1225
$48.6K ﹤0.01%
537
+36
47 48
49
50 51