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
1851
$6.7K ﹤0.01%
115
1852
$6.69K ﹤0.01%
517
1853
$6.69K ﹤0.01%
450
1854
$6.64K ﹤0.01%
110
+62
1855
$6.62K ﹤0.01%
100
-9
1856
$6.58K ﹤0.01%
236
1857
$6.57K ﹤0.01%
74
+39
1858
$6.57K ﹤0.01%
123
-237
1859
$6.56K ﹤0.01%
240
+29
1860
$6.56K ﹤0.01%
1,457
-3,405
1861
$6.55K ﹤0.01%
264
1862
$6.5K ﹤0.01%
189
-1,656
1863
$6.48K ﹤0.01%
500
1864
$6.48K ﹤0.01%
513
+50
1865
$6.47K ﹤0.01%
42
1866
$6.46K ﹤0.01%
88
-173
1867
$6.46K ﹤0.01%
8,969
-9,986
1868
$6.45K ﹤0.01%
120
-45
1869
$6.44K ﹤0.01%
167
-13
1870
$6.36K ﹤0.01%
1,078
1871
$6.34K ﹤0.01%
37
1872
$6.32K ﹤0.01%
343
+4
1873
$6.32K ﹤0.01%
250
-60
1874
$6.3K ﹤0.01%
205
-306
1875
$6.27K ﹤0.01%
46
73 74
75
76 77