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
1726
$9.53K ﹤0.01%
506
-56
1727
$9.53K ﹤0.01%
+440
1728
$9.52K ﹤0.01%
1,150
-54
1729
$9.47K ﹤0.01%
113
-92
1730
$9.45K ﹤0.01%
100
1731
$9.43K ﹤0.01%
550
-5,200
1732
$9.42K ﹤0.01%
350
+250
1733
$9.34K ﹤0.01%
298
-687
1734
$9.3K ﹤0.01%
200
1735
$9.3K ﹤0.01%
+1,535
1736
$9.28K ﹤0.01%
122
1737
$9.26K ﹤0.01%
1,254
-60
1738
$9.2K ﹤0.01%
500
+251
1739
$9.14K ﹤0.01%
41
1740
$9.11K ﹤0.01%
+1,306
1741
$9.1K ﹤0.01%
199
1742
$9.08K ﹤0.01%
73
1743
$9.04K ﹤0.01%
750
1744
$9.02K ﹤0.01%
535
1745
$9.01K ﹤0.01%
500
1746
$8.93K ﹤0.01%
49
+4
1747
$8.91K ﹤0.01%
624
-322
1748
$8.9K ﹤0.01%
+145
1749
$8.89K ﹤0.01%
201
1750
$8.88K ﹤0.01%
185
68 69
70
71 72