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
1251
$45.3K ﹤0.01%
3,799
-32
1252
$45.3K ﹤0.01%
1,006
+40
1253
$45.1K ﹤0.01%
14
+1
1254
$44.9K ﹤0.01%
626
-255
1255
$44.9K ﹤0.01%
1,595
1256
$44.8K ﹤0.01%
1,595
1257
$44.6K ﹤0.01%
2,200
+1,100
1258
$44.3K ﹤0.01%
619
1259
$44.3K ﹤0.01%
2,167
1260
$44.2K ﹤0.01%
1,684
+410
1261
$44.2K ﹤0.01%
640
-30
1262
$44.1K ﹤0.01%
827
-254
1263
$44K ﹤0.01%
4,023
-17,835
1264
$43.9K ﹤0.01%
1,147
1265
$43.8K ﹤0.01%
815
-76
1266
$43.7K ﹤0.01%
862
1267
$43.7K ﹤0.01%
1,500
1268
$43.7K ﹤0.01%
4,412
1269
$43.3K ﹤0.01%
3,940
1270
$43K ﹤0.01%
1,294
-72
1271
$42.6K ﹤0.01%
1,008
1272
$42.5K ﹤0.01%
683
+43
1273
$42.3K ﹤0.01%
1,200
1274
$42.3K ﹤0.01%
369
+24
1275
$42.2K ﹤0.01%
700
-80
49 50
51
52 53