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
1701
$10.4K ﹤0.01%
155
+7
1702
$10.4K ﹤0.01%
319
+57
1703
$10.4K ﹤0.01%
151
+84
1704
$10.3K ﹤0.01%
+197
1705
$10.2K ﹤0.01%
99
+49
1706
$10.2K ﹤0.01%
500
1707
$10.2K ﹤0.01%
152
1708
$10.2K ﹤0.01%
290
+200
1709
$10.1K ﹤0.01%
1,513
1710
$10.1K ﹤0.01%
86
1711
$10.1K ﹤0.01%
426
-142
1712
$9.9K ﹤0.01%
300
+200
1713
$9.89K ﹤0.01%
150
1714
$9.86K ﹤0.01%
155
1715
$9.85K ﹤0.01%
331
-32
1716
$9.77K ﹤0.01%
664
+50
1717
$9.76K ﹤0.01%
665
1718
$9.73K ﹤0.01%
+80
1719
$9.72K ﹤0.01%
542
+109
1720
$9.72K ﹤0.01%
569
+6
1721
$9.67K ﹤0.01%
225
-25
1722
$9.63K ﹤0.01%
767
+17
1723
$9.63K ﹤0.01%
15
1724
$9.6K ﹤0.01%
83
+40
1725
$9.59K ﹤0.01%
104
+8
67 68
69
70 71