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
1226
$48.5K ﹤0.01%
4,837
1227
$48.3K ﹤0.01%
4,000
1228
$48.3K ﹤0.01%
1,692
+1,336
1229
$48.1K ﹤0.01%
1,010
1230
$48K ﹤0.01%
2,285
1231
$47.8K ﹤0.01%
1,100
-40
1232
$47.6K ﹤0.01%
17,767
1233
$47.5K ﹤0.01%
853
-36
1234
$47.5K ﹤0.01%
363
-26
1235
$47.3K ﹤0.01%
13,800
1236
$47.2K ﹤0.01%
4,116
-6,141
1237
$47.2K ﹤0.01%
575
-1,205
1238
$47.2K ﹤0.01%
2,897
1239
$46.7K ﹤0.01%
982
+562
1240
$46.6K ﹤0.01%
3,924
-27
1241
$46.6K ﹤0.01%
2,006
1242
$46.4K ﹤0.01%
2,351
1243
$46.2K ﹤0.01%
+106
1244
$46K ﹤0.01%
2,024
1245
$46K ﹤0.01%
372
-4,957
1246
$45.9K ﹤0.01%
158
-3
1247
$45.6K ﹤0.01%
1,263
-119
1248
$45.6K ﹤0.01%
192
1249
$45.6K ﹤0.01%
536
-447
1250
$45.6K ﹤0.01%
1,210
48 49
50
51 52