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
1401
$28.8K ﹤0.01%
1,448
1402
$28.5K ﹤0.01%
483
+9
1403
$28.4K ﹤0.01%
303
+200
1404
$28.4K ﹤0.01%
666
-2,058
1405
$28.2K ﹤0.01%
180
1406
$28K ﹤0.01%
1,896
+34
1407
$28K ﹤0.01%
145
+30
1408
$28K ﹤0.01%
987
1409
$27.8K ﹤0.01%
811
-393
1410
$27.6K ﹤0.01%
1,730
+25
1411
$27.5K ﹤0.01%
657
1412
$27.4K ﹤0.01%
429
1413
$27.2K ﹤0.01%
550
+100
1414
$27K ﹤0.01%
224
-44
1415
$26.8K ﹤0.01%
10,808
+2,708
1416
$26.8K ﹤0.01%
514
+14
1417
$26.7K ﹤0.01%
1,300
1418
$26.7K ﹤0.01%
485
+5
1419
$26.6K ﹤0.01%
141
+2
1420
$26.5K ﹤0.01%
560
+60
1421
$26.4K ﹤0.01%
457
+26
1422
$26.4K ﹤0.01%
199
+5
1423
$26.4K ﹤0.01%
5,456
1424
$26.3K ﹤0.01%
449
-85
1425
$26.1K ﹤0.01%
399
55 56
57
58 59