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
1426
$26K ﹤0.01%
329
-60
1427
$25.9K ﹤0.01%
97
-124
1428
$25.7K ﹤0.01%
1,015
1429
$25.7K ﹤0.01%
767
+552
1430
$25.6K ﹤0.01%
1,144
+70
1431
$25.5K ﹤0.01%
634
1432
$25.5K ﹤0.01%
3,286
1433
$25.4K ﹤0.01%
409
-412
1434
$25.2K ﹤0.01%
724
-75,709
1435
$25.1K ﹤0.01%
487
-89
1436
$25.1K ﹤0.01%
235
1437
$25K ﹤0.01%
1,229
1438
$25K ﹤0.01%
+181
1439
$24.9K ﹤0.01%
440
1440
$24.8K ﹤0.01%
110
-3,916
1441
$24.7K ﹤0.01%
675
-25
1442
$24.7K ﹤0.01%
611
1443
$24.4K ﹤0.01%
200
-10
1444
$24.4K ﹤0.01%
3,886
-3,000
1445
$24.3K ﹤0.01%
4,659
+83
1446
$24.2K ﹤0.01%
4,600
-165
1447
$24.1K ﹤0.01%
558
-124
1448
$24.1K ﹤0.01%
287
+21
1449
$24.1K ﹤0.01%
200
+144
1450
$24.1K ﹤0.01%
125
-124
56 57
58
59 60