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
1276
$42.2K ﹤0.01%
107
+4
1277
$42K ﹤0.01%
2,522
-2,377
1278
$41.9K ﹤0.01%
300
1279
$41.8K ﹤0.01%
1,993
1280
$41.7K ﹤0.01%
2,018
+697
1281
$41.4K ﹤0.01%
1,956
-891
1282
$41.1K ﹤0.01%
10,000
+7,200
1283
$40.9K ﹤0.01%
218
-98
1284
$40.9K ﹤0.01%
960
-585
1285
$40.8K ﹤0.01%
1,119
+500
1286
$40.6K ﹤0.01%
2,500
-1,000
1287
$40.5K ﹤0.01%
855
1288
$40.5K ﹤0.01%
1,843
1289
$40.3K ﹤0.01%
1,464
-3,230
1290
$40.3K ﹤0.01%
889
-2,316
1291
$40.2K ﹤0.01%
929
1292
$39.9K ﹤0.01%
811
1293
$39.7K ﹤0.01%
254
1294
$39.5K ﹤0.01%
315
+107
1295
$39.4K ﹤0.01%
1,529
-60,262
1296
$39.1K ﹤0.01%
1,947
-448
1297
$38.9K ﹤0.01%
2,180
1298
$38.9K ﹤0.01%
5,000
-4,598
1299
$38.8K ﹤0.01%
3,155
1300
$38.7K ﹤0.01%
17,060
+170
50 51
52
53 54