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
1901
$5.61K ﹤0.01%
458
1902
$5.55K ﹤0.01%
190
-11
1903
$5.55K ﹤0.01%
86
1904
$5.55K ﹤0.01%
554
+431
1905
$5.52K ﹤0.01%
1,000
1906
$5.5K ﹤0.01%
29
1907
$5.49K ﹤0.01%
47
1908
$5.42K ﹤0.01%
125
1909
$5.4K ﹤0.01%
250
-365
1910
$5.4K ﹤0.01%
105
+1
1911
$5.39K ﹤0.01%
100
1912
$5.37K ﹤0.01%
4,009
-1,791
1913
$5.35K ﹤0.01%
68
+9
1914
$5.34K ﹤0.01%
80
1915
$5.19K ﹤0.01%
277
-86
1916
$5.18K ﹤0.01%
480
1917
$5.17K ﹤0.01%
150
-50
1918
$5.14K ﹤0.01%
800
1919
$5.09K ﹤0.01%
270
-30
1920
$5.06K ﹤0.01%
500
1921
$5.03K ﹤0.01%
79
-322
1922
$5K ﹤0.01%
46
-7
1923
$4.99K ﹤0.01%
250
1924
$4.99K ﹤0.01%
28
1925
$4.98K ﹤0.01%
106
75 76
77
78 79