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
1376
$30.8K ﹤0.01%
607
1377
$30.8K ﹤0.01%
275
+264
1378
$30.8K ﹤0.01%
4,000
1379
$30.8K ﹤0.01%
2,806
1380
$30.7K ﹤0.01%
503
+109
1381
$30.7K ﹤0.01%
2,000
1382
$30.6K ﹤0.01%
506
+24
1383
$30.6K ﹤0.01%
8,000
1384
$30.6K ﹤0.01%
356
+3
1385
$30.6K ﹤0.01%
1,284
1386
$30.5K ﹤0.01%
1,150
-1,108
1387
$30.4K ﹤0.01%
899
+644
1388
$30.3K ﹤0.01%
3,465
1389
$30.2K ﹤0.01%
400
-43
1390
$30.1K ﹤0.01%
262
-17
1391
$29.9K ﹤0.01%
1,786
+345
1392
$29.9K ﹤0.01%
5,151
+264
1393
$29.8K ﹤0.01%
2,549
+7
1394
$29.5K ﹤0.01%
450
1395
$29.4K ﹤0.01%
1,018
+6
1396
$29.1K ﹤0.01%
142
1397
$29K ﹤0.01%
200
1398
$28.9K ﹤0.01%
939
1399
$28.9K ﹤0.01%
450
1400
$28.8K ﹤0.01%
2,114
+100
54 55
56
57 58