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
1526
$19.5K ﹤0.01%
653
-215
1527
$19.4K ﹤0.01%
108
1528
$19.4K ﹤0.01%
380
1529
$19.4K ﹤0.01%
39
+2
1530
$19.3K ﹤0.01%
189
1531
$19.2K ﹤0.01%
229
-112
1532
$19.2K ﹤0.01%
425
1533
$19.1K ﹤0.01%
295
-379
1534
$19.1K ﹤0.01%
489
+299
1535
$18.8K ﹤0.01%
390
1536
$18.8K ﹤0.01%
136
-17
1537
$18.7K ﹤0.01%
375
1538
$18.7K ﹤0.01%
24,400
+14,000
1539
$18.6K ﹤0.01%
200
1540
$18.6K ﹤0.01%
1,700
1541
$18.6K ﹤0.01%
947
+68
1542
$18.6K ﹤0.01%
875
-16,853
1543
$18.5K ﹤0.01%
408
1544
$18.4K ﹤0.01%
600
-40
1545
$18.4K ﹤0.01%
200
1546
$18.4K ﹤0.01%
1,856
+8
1547
$18.3K ﹤0.01%
511
+436
1548
$18.3K ﹤0.01%
60
-1,969
1549
$18.3K ﹤0.01%
1,464
1550
$18.2K ﹤0.01%
238
60 61
62
63 64