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
2026
$2.95K ﹤0.01%
127
2027
$2.94K ﹤0.01%
550
+50
2028
$2.94K ﹤0.01%
133
2029
$2.92K ﹤0.01%
52
-51
2030
$2.87K ﹤0.01%
31
2031
$2.85K ﹤0.01%
30
2032
$2.84K ﹤0.01%
80
2033
$2.8K ﹤0.01%
6,361
+7
2034
$2.79K ﹤0.01%
22
2035
$2.79K ﹤0.01%
192
2036
$2.76K ﹤0.01%
100
2037
$2.75K ﹤0.01%
142
+95
2038
$2.7K ﹤0.01%
50
-74
2039
$2.69K ﹤0.01%
69
2040
$2.68K ﹤0.01%
89
2041
$2.67K ﹤0.01%
62
2042
$2.66K ﹤0.01%
400
2043
$2.65K ﹤0.01%
40
2044
$2.65K ﹤0.01%
41
2045
$2.61K ﹤0.01%
330
2046
$2.58K ﹤0.01%
96
-71
2047
$2.58K ﹤0.01%
+48
2048
$2.56K ﹤0.01%
67
2049
$2.51K ﹤0.01%
53
2050
$2.51K ﹤0.01%
450
80 81
82
83 84