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
2051
$2.49K ﹤0.01%
6
2052
$2.43K ﹤0.01%
40
2053
$2.41K ﹤0.01%
65
2054
$2.41K ﹤0.01%
70
-153
2055
$2.39K ﹤0.01%
34
2056
$2.37K ﹤0.01%
310
-2,144
2057
$2.36K ﹤0.01%
38
2058
$2.32K ﹤0.01%
179
2059
$2.32K ﹤0.01%
2,250
-5
2060
$2.3K ﹤0.01%
192
2061
$2.28K ﹤0.01%
202
+2
2062
$2.27K ﹤0.01%
104
2063
$2.27K ﹤0.01%
107
2064
$2.27K ﹤0.01%
422
2065
$2.26K ﹤0.01%
105
2066
$2.26K ﹤0.01%
29
+9
2067
$2.26K ﹤0.01%
+300
2068
$2.26K ﹤0.01%
41
-8
2069
$2.25K ﹤0.01%
200
2070
$2.23K ﹤0.01%
10
2071
$2.23K ﹤0.01%
125
2072
$2.2K ﹤0.01%
100
2073
$2.2K ﹤0.01%
+6
2074
$2.18K ﹤0.01%
763
-374
2075
$2.17K ﹤0.01%
42
81 82
83
84 85