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
2101
$1.98K ﹤0.01%
623
2102
$1.98K ﹤0.01%
25
2103
$1.98K ﹤0.01%
750
+250
2104
$1.98K ﹤0.01%
37
2105
$1.96K ﹤0.01%
44
-137
2106
$1.95K ﹤0.01%
10
-6
2107
$1.93K ﹤0.01%
21
2108
$1.92K ﹤0.01%
313
2109
$1.92K ﹤0.01%
+50
2110
$1.9K ﹤0.01%
106
2111
$1.89K ﹤0.01%
10
-263
2112
$1.86K ﹤0.01%
56
+7
2113
$1.85K ﹤0.01%
56
2114
$1.85K ﹤0.01%
14
+2
2115
$1.84K ﹤0.01%
1,163
2116
$1.84K ﹤0.01%
100
2117
$1.81K ﹤0.01%
69
2118
$1.8K ﹤0.01%
1,000
2119
$1.8K ﹤0.01%
200
2120
$1.79K ﹤0.01%
+69
2121
$1.77K ﹤0.01%
128
2122
$1.75K ﹤0.01%
5
-5
2123
$1.75K ﹤0.01%
90
+44
2124
$1.73K ﹤0.01%
45
2125
$1.73K ﹤0.01%
45
+10
83 84
85
86 87