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
2001
$3.48K ﹤0.01%
35
+5
2002
$3.45K ﹤0.01%
84
+24
2003
$3.4K ﹤0.01%
221
+5
2004
$3.4K ﹤0.01%
28
+6
2005
$3.37K ﹤0.01%
100
2006
$3.34K ﹤0.01%
239
+81
2007
$3.32K ﹤0.01%
55
2008
$3.28K ﹤0.01%
67
-35
2009
$3.23K ﹤0.01%
622
2010
$3.22K ﹤0.01%
+82
2011
$3.21K ﹤0.01%
32
+1
2012
$3.21K ﹤0.01%
80
+8
2013
$3.19K ﹤0.01%
10
2014
$3.17K ﹤0.01%
68
-27
2015
$3.16K ﹤0.01%
200
2016
$3.14K ﹤0.01%
1,000
2017
$3.14K ﹤0.01%
203
+90
2018
$3.13K ﹤0.01%
66
-649
2019
$3.11K ﹤0.01%
9
-63
2020
$3.07K ﹤0.01%
88
+22
2021
$3.04K ﹤0.01%
42
-50
2022
$3.04K ﹤0.01%
155
+64
2023
$3.02K ﹤0.01%
283
2024
$3.02K ﹤0.01%
58
2025
$2.97K ﹤0.01%
927
79 80
81
82 83