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
1476
$22.6K ﹤0.01%
83
+2
1477
$22.6K ﹤0.01%
270
+114
1478
$22.6K ﹤0.01%
2,217
1479
$22.5K ﹤0.01%
500
1480
$22.5K ﹤0.01%
199
-3
1481
$22.4K ﹤0.01%
294
-108
1482
$22.3K ﹤0.01%
824
-888
1483
$22.2K ﹤0.01%
1,025
1484
$22.2K ﹤0.01%
2,007
1485
$22.2K ﹤0.01%
500
1486
$22.1K ﹤0.01%
135
+18
1487
$22.1K ﹤0.01%
46
+7
1488
$22K ﹤0.01%
250
1489
$21.9K ﹤0.01%
507
+6
1490
$21.8K ﹤0.01%
483
1491
$21.8K ﹤0.01%
2,000
1492
$21.7K ﹤0.01%
210
1493
$21.7K ﹤0.01%
142
-84
1494
$21.6K ﹤0.01%
1,146
-162
1495
$21.5K ﹤0.01%
114
1496
$21.5K ﹤0.01%
215
+200
1497
$21.5K ﹤0.01%
800
1498
$21.4K ﹤0.01%
223
-8
1499
$21.2K ﹤0.01%
2,000
1500
$21.2K ﹤0.01%
106
58 59
60
61 62