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
1626
$13.5K ﹤0.01%
1,080
+70
1627
$13.5K ﹤0.01%
2,645
1628
$13.5K ﹤0.01%
1,135
1629
$13.4K ﹤0.01%
156
1630
$13.3K ﹤0.01%
500
1631
$13.2K ﹤0.01%
500
1632
$13.1K ﹤0.01%
362
+7
1633
$13K ﹤0.01%
282
+1
1634
$13K ﹤0.01%
410
-1,108
1635
$13K ﹤0.01%
396
1636
$12.9K ﹤0.01%
279
1637
$12.9K ﹤0.01%
400
1638
$12.9K ﹤0.01%
300
-37,300
1639
$12.8K ﹤0.01%
105
1640
$12.7K ﹤0.01%
20
1641
$12.7K ﹤0.01%
429
1642
$12.7K ﹤0.01%
441
+65
1643
$12.7K ﹤0.01%
260
-40
1644
$12.6K ﹤0.01%
288
-342
1645
$12.6K ﹤0.01%
1,302
1646
$12.6K ﹤0.01%
273
-133
1647
$12.5K ﹤0.01%
500
1648
$12.5K ﹤0.01%
143
+2
1649
$12.5K ﹤0.01%
113
1650
$12.4K ﹤0.01%
177
-58,995
64 65
66
67 68