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
126
$6.47M 0.12%
4,861
+11
127
$6.31M 0.11%
151,088
-4,781
128
$6.26M 0.11%
69,547
-1,205
129
$6.26M 0.11%
66,975
+176
130
$6.21M 0.11%
25,434
-2
131
$6.08M 0.11%
22,659
+19,737
132
$6.07M 0.11%
36,313
+136
133
$5.98M 0.11%
25,401
-446
134
$5.89M 0.11%
158,940
-3,284
135
$5.87M 0.11%
25,995
+3,585
136
$5.86M 0.11%
66,252
-396
137
$5.81M 0.11%
47,241
-584
138
$5.78M 0.1%
10,699
-2,629
139
$5.75M 0.1%
16,694
+303
140
$5.73M 0.1%
147,661
-2,503
141
$5.7M 0.1%
114,144
+5,552
142
$5.64M 0.1%
62,875
+59,996
143
$5.57M 0.1%
35,183
-711
144
$5.56M 0.1%
45,474
-336
145
$5.55M 0.1%
28,073
-503
146
$5.54M 0.1%
262,166
+67,321
147
$5.49M 0.1%
35,111
-728
148
$5.48M 0.1%
108,385
+765
149
$5.47M 0.1%
59,233
+3,047
150
$5.47M 0.1%
60,474
-552
4 5
6
7 8