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
1751
$8.86K ﹤0.01%
345
-198
1752
$8.79K ﹤0.01%
172
1753
$8.78K ﹤0.01%
95
-252
1754
$8.76K ﹤0.01%
244
1755
$8.74K ﹤0.01%
480
1756
$8.74K ﹤0.01%
721
+5
1757
$8.73K ﹤0.01%
189
1758
$8.7K ﹤0.01%
150
-19
1759
$8.54K ﹤0.01%
348
1760
$8.54K ﹤0.01%
66
1761
$8.5K ﹤0.01%
29
-65
1762
$8.5K ﹤0.01%
352
1763
$8.43K ﹤0.01%
5,402
1764
$8.4K ﹤0.01%
237
-11
1765
$8.35K ﹤0.01%
98
-85
1766
$8.26K ﹤0.01%
1,200
1767
$8.2K ﹤0.01%
189
1768
$8.2K ﹤0.01%
+2,000
1769
$8.2K ﹤0.01%
+100
1770
$8.16K ﹤0.01%
734
+10
1771
$8.12K ﹤0.01%
44
1772
$8.1K ﹤0.01%
201
1773
$8.04K ﹤0.01%
500
1774
$8.04K ﹤0.01%
+338
1775
$8.03K ﹤0.01%
260
69 70
71
72 73