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
1351
$33.6K ﹤0.01%
525
1352
$33.4K ﹤0.01%
565
1353
$33.4K ﹤0.01%
1,400
1354
$33.3K ﹤0.01%
3,500
1355
$33.3K ﹤0.01%
4,100
-100,550
1356
$33.2K ﹤0.01%
477
-133
1357
$33.2K ﹤0.01%
1,188
1358
$32.9K ﹤0.01%
200
+117
1359
$32.9K ﹤0.01%
891
-282
1360
$32.6K ﹤0.01%
605
-185
1361
$32.5K ﹤0.01%
376
+3
1362
$32.3K ﹤0.01%
930
-4
1363
$32.3K ﹤0.01%
1,000
1364
$32.2K ﹤0.01%
221
-22
1365
$32.2K ﹤0.01%
331
+6
1366
$31.9K ﹤0.01%
521
+87
1367
$31.8K ﹤0.01%
1,050
1368
$31.7K ﹤0.01%
420
1369
$31.7K ﹤0.01%
105
+5
1370
$31.6K ﹤0.01%
136
1371
$31.5K ﹤0.01%
662
1372
$31.5K ﹤0.01%
74
1373
$31.4K ﹤0.01%
380
-100
1374
$31.2K ﹤0.01%
348
-21
1375
$31K ﹤0.01%
568
53 54
55
56 57