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
176
$4.3M 0.08%
38,916
+2,078
177
$4.26M 0.08%
12,295
+707
178
$4.26M 0.08%
55,062
-2,525
179
$4.25M 0.08%
14,343
+14,239
180
$4.25M 0.08%
23,704
-584
181
$4.22M 0.08%
40,276
+675
182
$4.15M 0.08%
54,186
-2,480
183
$4.09M 0.07%
31,153
+410
184
$4.08M 0.07%
44,673
-730
185
$3.99M 0.07%
111,446
-6,642
186
$3.97M 0.07%
108,048
+2,774
187
$3.95M 0.07%
45,255
-3,116
188
$3.53M 0.06%
18,404
-78
189
$3.49M 0.06%
72,772
+7,304
190
$3.38M 0.06%
40,243
-678
191
$3.32M 0.06%
135,450
+1,084
192
$3.3M 0.06%
15,984
-999
193
$3.28M 0.06%
35,771
-4,177
194
$3.26M 0.06%
129,622
+352
195
$3.24M 0.06%
77,119
+2,244
196
$3.1M 0.06%
53,431
-4,912
197
$3.09M 0.06%
81,454
+6,567
198
$3.06M 0.06%
79,922
+525
199
$2.98M 0.05%
15,609
-189
200
$2.94M 0.05%
21,773
6 7
8
9 10