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
1326
$35.3K ﹤0.01%
10,069
1327
$35.3K ﹤0.01%
1,688
+18
1328
$35.3K ﹤0.01%
482
+45
1329
$35.3K ﹤0.01%
+1,275
1330
$35.1K ﹤0.01%
700
1331
$35.1K ﹤0.01%
5,550
1332
$35K ﹤0.01%
690
1333
$34.8K ﹤0.01%
573
1334
$34.7K ﹤0.01%
646
+43
1335
$34.6K ﹤0.01%
467
+2
1336
$34.5K ﹤0.01%
1,839
+742
1337
$34.5K ﹤0.01%
4,547
-11,500
1338
$34.4K ﹤0.01%
712
1339
$34.3K ﹤0.01%
4,482
1340
$34.3K ﹤0.01%
10,960
1341
$34K ﹤0.01%
346
+2
1342
$34K ﹤0.01%
366
+1
1343
$34K ﹤0.01%
1,685
1344
$34K ﹤0.01%
2,000
+1,000
1345
$34K ﹤0.01%
1,140
-92
1346
$33.8K ﹤0.01%
1,093
+657
1347
$33.7K ﹤0.01%
650
1348
$33.7K ﹤0.01%
5,350
1349
$33.6K ﹤0.01%
3,041
+1,758
1350
$33.6K ﹤0.01%
296
52 53
54
55 56