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
1551
$18.2K ﹤0.01%
352
-287
1552
$18.1K ﹤0.01%
800
-1,010
1553
$18K ﹤0.01%
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1554
$17.7K ﹤0.01%
158
1555
$17.7K ﹤0.01%
424
1556
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+261
1557
$17.7K ﹤0.01%
718
-484
1558
$17.6K ﹤0.01%
3,322
+51
1559
$17.6K ﹤0.01%
366
1560
$17.6K ﹤0.01%
1,067
+120
1561
$17.5K ﹤0.01%
348
-5,069
1562
$17.4K ﹤0.01%
289
+231
1563
$17.2K ﹤0.01%
206
1564
$17K ﹤0.01%
3,440
1565
$17K ﹤0.01%
300
1566
$16.8K ﹤0.01%
490
+167
1567
$16.8K ﹤0.01%
1,258
+258
1568
$16.6K ﹤0.01%
1,300
+4
1569
$16.6K ﹤0.01%
200
1570
$16.5K ﹤0.01%
1,038
1571
$16.5K ﹤0.01%
724
1572
$16.5K ﹤0.01%
759
1573
$16.5K ﹤0.01%
176
1574
$16.4K ﹤0.01%
175
1575
$16.3K ﹤0.01%
322
-891