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
1801
$7.5K ﹤0.01%
90
1802
$7.49K ﹤0.01%
+300
1803
$7.48K ﹤0.01%
1,000
1804
$7.46K ﹤0.01%
79
+28
1805
$7.43K ﹤0.01%
225
1806
$7.41K ﹤0.01%
300
-1,110
1807
$7.41K ﹤0.01%
170
1808
$7.39K ﹤0.01%
148
+9
1809
$7.35K ﹤0.01%
+136
1810
$7.34K ﹤0.01%
630
1811
$7.34K ﹤0.01%
153
1812
$7.34K ﹤0.01%
200
1813
$7.31K ﹤0.01%
100
1814
$7.27K ﹤0.01%
196
-105
1815
$7.26K ﹤0.01%
1,000
1816
$7.25K ﹤0.01%
269
1817
$7.25K ﹤0.01%
83
-3
1818
$7.22K ﹤0.01%
167
+2
1819
$7.22K ﹤0.01%
4,100
1820
$7.19K ﹤0.01%
617
1821
$7.15K ﹤0.01%
+680
1822
$7.13K ﹤0.01%
300
1823
$7.11K ﹤0.01%
154
+9
1824
$7.1K ﹤0.01%
300
1825
$7.07K ﹤0.01%
30
71 72
73
74 75