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
1451
$24K ﹤0.01%
6,623
1452
$24K ﹤0.01%
114
-8
1453
$23.8K ﹤0.01%
241
1454
$23.8K ﹤0.01%
377
+17
1455
$23.8K ﹤0.01%
400
1456
$23.8K ﹤0.01%
160
-10
1457
$23.8K ﹤0.01%
252
1458
$23.7K ﹤0.01%
511
-16,266
1459
$23.6K ﹤0.01%
3,500
+500
1460
$23.6K ﹤0.01%
109
-37
1461
$23.6K ﹤0.01%
504
1462
$23.6K ﹤0.01%
452
1463
$23.6K ﹤0.01%
86
+2
1464
$23.4K ﹤0.01%
3,150
+525
1465
$23.4K ﹤0.01%
1,916
-149
1466
$23.3K ﹤0.01%
16,300
+2,300
1467
$23.2K ﹤0.01%
828
1468
$23.1K ﹤0.01%
200
1469
$23K ﹤0.01%
2,539
1470
$22.9K ﹤0.01%
502
-8
1471
$22.8K ﹤0.01%
629
+5
1472
$22.8K ﹤0.01%
1,299
-2,036
1473
$22.8K ﹤0.01%
800
-99
1474
$22.8K ﹤0.01%
1,860
1475
$22.6K ﹤0.01%
763
+78
57 58
59
60 61