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
2151
$1.4K ﹤0.01%
43
-97
2152
$1.39K ﹤0.01%
100
-42
2153
$1.38K ﹤0.01%
22
2154
$1.38K ﹤0.01%
7
2155
$1.38K ﹤0.01%
267
2156
$1.37K ﹤0.01%
30
2157
$1.37K ﹤0.01%
+5
2158
$1.36K ﹤0.01%
50
2159
$1.36K ﹤0.01%
60
-40
2160
$1.35K ﹤0.01%
23
+11
2161
$1.35K ﹤0.01%
32
+3
2162
$1.34K ﹤0.01%
28
+10
2163
$1.34K ﹤0.01%
9
+2
2164
$1.33K ﹤0.01%
300
2165
$1.32K ﹤0.01%
+32
2166
$1.32K ﹤0.01%
+34
2167
$1.31K ﹤0.01%
83
-16
2168
$1.3K ﹤0.01%
115
2169
$1.27K ﹤0.01%
33
2170
$1.26K ﹤0.01%
200
2171
$1.26K ﹤0.01%
51
2172
$1.26K ﹤0.01%
61
-5
2173
$1.24K ﹤0.01%
100
2174
$1.24K ﹤0.01%
5
2175
$1.23K ﹤0.01%
52
-1,338
85 86
87
88 89