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
1776
$8.01K ﹤0.01%
500
1777
$7.99K ﹤0.01%
149
1778
$7.98K ﹤0.01%
90
-12
1779
$7.97K ﹤0.01%
250
1780
$7.94K ﹤0.01%
243
1781
$7.89K ﹤0.01%
649
+6
1782
$7.88K ﹤0.01%
267
1783
$7.86K ﹤0.01%
826
-2,991
1784
$7.86K ﹤0.01%
45
1785
$7.84K ﹤0.01%
+407
1786
$7.82K ﹤0.01%
100
1787
$7.82K ﹤0.01%
237
+29
1788
$7.82K ﹤0.01%
197
-6
1789
$7.81K ﹤0.01%
98
+8
1790
$7.75K ﹤0.01%
124
1791
$7.69K ﹤0.01%
293
1792
$7.67K ﹤0.01%
342
1793
$7.65K ﹤0.01%
312
1794
$7.64K ﹤0.01%
97
1795
$7.63K ﹤0.01%
70
1796
$7.63K ﹤0.01%
125
1797
$7.57K ﹤0.01%
186
+70
1798
$7.56K ﹤0.01%
47
1799
$7.5K ﹤0.01%
228
+1
1800
$7.5K ﹤0.01%
262
+7
70 71
72
73 74