SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
101
$8.79M 0.16%
35,197
-454
102
$8.51M 0.15%
156,390
-21,675
103
$8.47M 0.15%
68,387
-92
104
$8.31M 0.15%
135,820
-1,703
105
$8.26M 0.15%
132,515
+1,788
106
$8.16M 0.15%
112,350
-34,482
107
$7.96M 0.14%
296,019
+7,830
108
$7.94M 0.14%
45,181
-9,141
109
$7.72M 0.14%
76,173
-1,122
110
$7.65M 0.14%
109,323
-1,886
111
$7.64M 0.14%
79,996
-1,355
112
$7.55M 0.14%
53,132
-1,868
113
$7.54M 0.14%
125,381
+13,619
114
$7.4M 0.13%
40,533
-191
115
$7.28M 0.13%
11,991
+1,486
116
$7.21M 0.13%
14,280
+6,332
117
$7.02M 0.13%
53,195
+430
118
$6.99M 0.13%
27,980
+22,835
119
$6.96M 0.13%
47,838
-1,198
120
$6.91M 0.13%
26,569
+1,342
121
$6.88M 0.12%
40,676
+15,137
122
$6.75M 0.12%
50,910
-870
123
$6.71M 0.12%
27,293
+20,800
124
$6.63M 0.12%
26,549
-236
125
$6.61M 0.12%
85,255
+9,635
3 4
5
6 7