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
1501
$21.2K ﹤0.01%
824
1502
$21.2K ﹤0.01%
973
-40
1503
$21.1K ﹤0.01%
144
-17
1504
$20.8K ﹤0.01%
1,000
+794
1505
$20.7K ﹤0.01%
75
-44
1506
$20.7K ﹤0.01%
2,100
+1,960
1507
$20.5K ﹤0.01%
500
1508
$20.4K ﹤0.01%
826
-46,827
1509
$20.3K ﹤0.01%
696
+304
1510
$20.1K ﹤0.01%
213
-29
1511
$20.1K ﹤0.01%
+979
1512
$20K ﹤0.01%
110
-4,220
1513
$20K ﹤0.01%
225
-109
1514
$20K ﹤0.01%
519
+7
1515
$20K ﹤0.01%
26
+20
1516
$19.9K ﹤0.01%
475
1517
$19.8K ﹤0.01%
986
-1,020
1518
$19.8K ﹤0.01%
194
+12
1519
$19.8K ﹤0.01%
1,868
1520
$19.8K ﹤0.01%
46
+4
1521
$19.8K ﹤0.01%
127
1522
$19.7K ﹤0.01%
60
-26
1523
$19.6K ﹤0.01%
689
-314
1524
$19.6K ﹤0.01%
151
-13
1525
$19.6K ﹤0.01%
348
59 60
61
62 63