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
1676
$11.3K ﹤0.01%
361
-318
1677
$11.3K ﹤0.01%
1,246
1678
$11.3K ﹤0.01%
1,461
1679
$11.2K ﹤0.01%
187
-34
1680
$11.2K ﹤0.01%
+1,000
1681
$11.2K ﹤0.01%
1,000
1682
$11.1K ﹤0.01%
145
-125
1683
$11.1K ﹤0.01%
119
-180
1684
$11K ﹤0.01%
600
1685
$11K ﹤0.01%
500
1686
$10.9K ﹤0.01%
259
-4,871
1687
$10.9K ﹤0.01%
+50
1688
$10.8K ﹤0.01%
+928
1689
$10.8K ﹤0.01%
400
1690
$10.8K ﹤0.01%
236
1691
$10.8K ﹤0.01%
200
-11
1692
$10.7K ﹤0.01%
85
-35
1693
$10.7K ﹤0.01%
1,100
1694
$10.7K ﹤0.01%
710
1695
$10.6K ﹤0.01%
301
1696
$10.6K ﹤0.01%
100
-163
1697
$10.6K ﹤0.01%
147
1698
$10.5K ﹤0.01%
25
1699
$10.5K ﹤0.01%
40
1700
$10.5K ﹤0.01%
2,091
66 67
68
69 70