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
1651
$12.4K ﹤0.01%
1,000
1652
$12.3K ﹤0.01%
368
1653
$12.3K ﹤0.01%
237
+32
1654
$12.2K ﹤0.01%
200
1655
$12.2K ﹤0.01%
776
-730
1656
$12.2K ﹤0.01%
200
1657
$12.2K ﹤0.01%
388
1658
$12.2K ﹤0.01%
579
+29
1659
$12.1K ﹤0.01%
277
-1,678
1660
$12.1K ﹤0.01%
214
-77
1661
$12.1K ﹤0.01%
251
-135
1662
$12.1K ﹤0.01%
60
-115
1663
$12.1K ﹤0.01%
125
-13
1664
$12.1K ﹤0.01%
161
1665
$12K ﹤0.01%
109
1666
$11.9K ﹤0.01%
913
1667
$11.8K ﹤0.01%
332
+151
1668
$11.8K ﹤0.01%
308
-380
1669
$11.8K ﹤0.01%
4,761
1670
$11.7K ﹤0.01%
3,019
-4,000
1671
$11.6K ﹤0.01%
630
1672
$11.5K ﹤0.01%
191
1673
$11.5K ﹤0.01%
17,387
+37
1674
$11.4K ﹤0.01%
+249
1675
$11.4K ﹤0.01%
57
65 66
67
68 69