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
1951
$4.54K ﹤0.01%
51
1952
$4.52K ﹤0.01%
39
1953
$4.5K ﹤0.01%
330
1954
$4.45K ﹤0.01%
183
-60
1955
$4.43K ﹤0.01%
191
+1
1956
$4.41K ﹤0.01%
+109
1957
$4.4K ﹤0.01%
372
1958
$4.39K ﹤0.01%
330
1959
$4.38K ﹤0.01%
+160
1960
$4.37K ﹤0.01%
331
1961
$4.33K ﹤0.01%
+315
1962
$4.33K ﹤0.01%
51
1963
$4.32K ﹤0.01%
435
1964
$4.32K ﹤0.01%
37
1965
$4.32K ﹤0.01%
519
1966
$4.3K ﹤0.01%
57
1967
$4.28K ﹤0.01%
599
1968
$4.26K ﹤0.01%
150
1969
$4.24K ﹤0.01%
139
1970
$4.23K ﹤0.01%
57
1971
$4.23K ﹤0.01%
317
+34
1972
$4.19K ﹤0.01%
77
1973
$4.13K ﹤0.01%
69
-12
1974
$4.1K ﹤0.01%
163
1975
$4.01K ﹤0.01%
107
77 78
79
80 81