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
1876
$6.24K ﹤0.01%
189
-400
1877
$6.22K ﹤0.01%
100
1878
$6.2K ﹤0.01%
5,000
+987
1879
$6.19K ﹤0.01%
36
1880
$6.16K ﹤0.01%
983
1881
$6.14K ﹤0.01%
106
1882
$6.13K ﹤0.01%
500
1883
$6.07K ﹤0.01%
188
-36
1884
$6.04K ﹤0.01%
100
-115
1885
$6.03K ﹤0.01%
184
-34
1886
$5.91K ﹤0.01%
+446
1887
$5.9K ﹤0.01%
59
1888
$5.9K ﹤0.01%
300
1889
$5.89K ﹤0.01%
984
-534
1890
$5.87K ﹤0.01%
115
1891
$5.85K ﹤0.01%
188
1892
$5.84K ﹤0.01%
115
1893
$5.82K ﹤0.01%
+176
1894
$5.79K ﹤0.01%
466
1895
$5.77K ﹤0.01%
66
1896
$5.74K ﹤0.01%
200
1897
$5.68K ﹤0.01%
51
+1
1898
$5.67K ﹤0.01%
34
-14
1899
$5.66K ﹤0.01%
14
1900
$5.65K ﹤0.01%
33
74 75
76
77 78