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
2076
$2.17K ﹤0.01%
50
2077
$2.17K ﹤0.01%
46
2078
$2.17K ﹤0.01%
45
2079
$2.17K ﹤0.01%
35
-3,882
2080
$2.16K ﹤0.01%
59
-16
2081
$2.16K ﹤0.01%
50
2082
$2.14K ﹤0.01%
69
2083
$2.12K ﹤0.01%
229
2084
$2.11K ﹤0.01%
65
+15
2085
$2.1K ﹤0.01%
50
2086
$2.1K ﹤0.01%
231
2087
$2.1K ﹤0.01%
50
2088
$2.07K ﹤0.01%
81
2089
$2.07K ﹤0.01%
300
2090
$2.07K ﹤0.01%
200
2091
$2.05K ﹤0.01%
5
+2
2092
$2.03K ﹤0.01%
1,400
2093
$2.03K ﹤0.01%
138
+3
2094
$2.02K ﹤0.01%
88
2095
$2.01K ﹤0.01%
+22
2096
$2.01K ﹤0.01%
32
2097
$2.01K ﹤0.01%
60
2098
$2.01K ﹤0.01%
107
2099
$1.99K ﹤0.01%
5
+3
2100
$1.99K ﹤0.01%
+414
82 83
84
85 86