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
1301
$38.7K ﹤0.01%
1,700
1302
$38.6K ﹤0.01%
1,384
+112
1303
$38.4K ﹤0.01%
5,144
+674
1304
$38.2K ﹤0.01%
650
1305
$38K ﹤0.01%
225
-8
1306
$37.7K ﹤0.01%
143
+21
1307
$37.6K ﹤0.01%
985
-128
1308
$37.6K ﹤0.01%
451
-29
1309
$37.5K ﹤0.01%
495
-280
1310
$37.4K ﹤0.01%
142
+42
1311
$37.1K ﹤0.01%
3,230
+1,310
1312
$36.9K ﹤0.01%
286
+11
1313
$36.9K ﹤0.01%
63
1314
$36.8K ﹤0.01%
948
1315
$36.7K ﹤0.01%
12,782
1316
$36.7K ﹤0.01%
1,033
1317
$36.4K ﹤0.01%
635
-20
1318
$36.4K ﹤0.01%
622
1319
$36.4K ﹤0.01%
844
1320
$36.2K ﹤0.01%
1,030
1321
$36.2K ﹤0.01%
1,305
+1,141
1322
$36.1K ﹤0.01%
735
+4
1323
$35.9K ﹤0.01%
4,870
1324
$35.9K ﹤0.01%
+1,500
1325
$35.9K ﹤0.01%
274
+2
51 52
53
54 55