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
1926
$4.96K ﹤0.01%
164
+3
1927
$4.95K ﹤0.01%
254
+2
1928
$4.94K ﹤0.01%
109
1929
$4.93K ﹤0.01%
130
-25
1930
$4.93K ﹤0.01%
161
+2
1931
$4.9K ﹤0.01%
+1,002
1932
$4.86K ﹤0.01%
304
+2
1933
$4.86K ﹤0.01%
+65
1934
$4.86K ﹤0.01%
1,812
-197
1935
$4.85K ﹤0.01%
500
1936
$4.83K ﹤0.01%
133
+67
1937
$4.82K ﹤0.01%
42
+7
1938
$4.78K ﹤0.01%
75
-622
1939
$4.77K ﹤0.01%
400
1940
$4.77K ﹤0.01%
1,000
1941
$4.76K ﹤0.01%
69
-92
1942
$4.74K ﹤0.01%
500
1943
$4.67K ﹤0.01%
99
+79
1944
$4.67K ﹤0.01%
69
+34
1945
$4.67K ﹤0.01%
227
-9
1946
$4.67K ﹤0.01%
726
1947
$4.63K ﹤0.01%
1,000
1948
$4.62K ﹤0.01%
101
1949
$4.57K ﹤0.01%
275
+245
1950
$4.55K ﹤0.01%
318
+9
76 77
78
79 80