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
2126
$1.72K ﹤0.01%
46
+8
2127
$1.71K ﹤0.01%
171
2128
$1.7K ﹤0.01%
153
2129
$1.69K ﹤0.01%
+360
2130
$1.68K ﹤0.01%
79
2131
$1.68K ﹤0.01%
1,000
2132
$1.67K ﹤0.01%
31
2133
$1.66K ﹤0.01%
+78
2134
$1.63K ﹤0.01%
25
2135
$1.6K ﹤0.01%
26
2136
$1.6K ﹤0.01%
43
-158,044
2137
$1.6K ﹤0.01%
+10
2138
$1.6K ﹤0.01%
40
-45
2139
$1.6K ﹤0.01%
130
2140
$1.56K ﹤0.01%
415
2141
$1.56K ﹤0.01%
80
2142
$1.53K ﹤0.01%
39
+9
2143
$1.51K ﹤0.01%
25
2144
$1.51K ﹤0.01%
98
+36
2145
$1.46K ﹤0.01%
307
2146
$1.45K ﹤0.01%
88
2147
$1.43K ﹤0.01%
29
2148
$1.43K ﹤0.01%
109
2149
$1.42K ﹤0.01%
262
+10
2150
$1.4K ﹤0.01%
298
-2,029
84 85
86
87 88