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
1601
$14.7K ﹤0.01%
175
1602
$14.7K ﹤0.01%
427
+1
1603
$14.7K ﹤0.01%
2,096
1604
$14.6K ﹤0.01%
5,800
1605
$14.4K ﹤0.01%
2,000
1606
$14.4K ﹤0.01%
142
1607
$14.4K ﹤0.01%
1,551
+51
1608
$14.4K ﹤0.01%
903
-75
1609
$14.3K ﹤0.01%
485
1610
$14.3K ﹤0.01%
+920
1611
$14K ﹤0.01%
178
1612
$14K ﹤0.01%
100
1613
$13.9K ﹤0.01%
1,281
1614
$13.9K ﹤0.01%
1,379
1615
$13.9K ﹤0.01%
276
+2
1616
$13.7K ﹤0.01%
126
1617
$13.7K ﹤0.01%
107
+9
1618
$13.7K ﹤0.01%
340
+52
1619
$13.7K ﹤0.01%
250
1620
$13.7K ﹤0.01%
3,866
1621
$13.7K ﹤0.01%
450
1622
$13.6K ﹤0.01%
1,117
+13
1623
$13.5K ﹤0.01%
188
1624
$13.5K ﹤0.01%
81
1625
$13.5K ﹤0.01%
163