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
151
$5.45M 0.1%
40,458
+40,258
152
$5.33M 0.1%
135,299
+6,025
153
$5.29M 0.1%
26,728
-7,733
154
$5.27M 0.1%
156,231
-3,949
155
$5.26M 0.1%
23,384
+2,490
156
$5.24M 0.1%
11,541
-209
157
$5.23M 0.09%
18,532
-562
158
$5.2M 0.09%
35,830
-714
159
$5.2M 0.09%
32,978
+858
160
$5.12M 0.09%
13,980
+259
161
$4.98M 0.09%
27,353
-2,886
162
$4.9M 0.09%
66,974
-5,750
163
$4.84M 0.09%
31,055
-429
164
$4.82M 0.09%
+108,610
165
$4.82M 0.09%
22,930
+3,454
166
$4.74M 0.09%
50,140
-754
167
$4.73M 0.09%
27,937
+616
168
$4.72M 0.09%
25,666
-16,257
169
$4.7M 0.09%
16,144
+15,628
170
$4.67M 0.08%
45,005
+1,287
171
$4.56M 0.08%
54,557
-7,002
172
$4.56M 0.08%
14,581
-333
173
$4.53M 0.08%
22,766
+148
174
$4.31M 0.08%
9,477
-796
175
$4.3M 0.08%
133,487
+60,415
5 6
7
8 9