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
1976
$4.01K ﹤0.01%
1,331
1977
$4K ﹤0.01%
225
1978
$3.99K ﹤0.01%
933
-20
1979
$3.98K ﹤0.01%
75
1980
$3.97K ﹤0.01%
32
-3
1981
$3.97K ﹤0.01%
160
1982
$3.96K ﹤0.01%
600
1983
$3.95K ﹤0.01%
70
1984
$3.92K ﹤0.01%
201
1985
$3.92K ﹤0.01%
1,000
1986
$3.92K ﹤0.01%
469
+252
1987
$3.88K ﹤0.01%
+212
1988
$3.85K ﹤0.01%
97
-57
1989
$3.85K ﹤0.01%
100
1990
$3.8K ﹤0.01%
+269
1991
$3.77K ﹤0.01%
89
-26
1992
$3.72K ﹤0.01%
1,454
1993
$3.67K ﹤0.01%
57
-281
1994
$3.62K ﹤0.01%
+220
1995
$3.61K ﹤0.01%
138
+1
1996
$3.58K ﹤0.01%
100
1997
$3.53K ﹤0.01%
77
1998
$3.51K ﹤0.01%
19
1999
$3.51K ﹤0.01%
38
-11
2000
$3.5K ﹤0.01%
65
78 79
80
81 82