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
1826
$7.06K ﹤0.01%
107
-21
1827
$7.05K ﹤0.01%
108
-8
1828
$7.05K ﹤0.01%
419
1829
$7.03K ﹤0.01%
229
+150
1830
$7.03K ﹤0.01%
+299
1831
$6.99K ﹤0.01%
88
1832
$6.99K ﹤0.01%
38
-4
1833
$6.98K ﹤0.01%
38
+2
1834
$6.96K ﹤0.01%
150
-222
1835
$6.96K ﹤0.01%
+278
1836
$6.95K ﹤0.01%
116
1837
$6.91K ﹤0.01%
202
1838
$6.91K ﹤0.01%
+100
1839
$6.89K ﹤0.01%
690
+190
1840
$6.87K ﹤0.01%
34
1841
$6.84K ﹤0.01%
253
+53
1842
$6.84K ﹤0.01%
165
1843
$6.83K ﹤0.01%
214
+100
1844
$6.82K ﹤0.01%
775
1845
$6.78K ﹤0.01%
3,000
1846
$6.78K ﹤0.01%
100
1847
$6.77K ﹤0.01%
95
-5
1848
$6.76K ﹤0.01%
600
1849
$6.73K ﹤0.01%
20
1850
$6.72K ﹤0.01%
230
72 73
74
75 76