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
2176
$1.23K ﹤0.01%
62
+2
2177
$1.22K ﹤0.01%
77
2178
$1.21K ﹤0.01%
211
-1,835
2179
$1.18K ﹤0.01%
43
-12
2180
$1.18K ﹤0.01%
1,000
2181
$1.16K ﹤0.01%
78
2182
$1.15K ﹤0.01%
+116
2183
$1.15K ﹤0.01%
8
2184
$1.15K ﹤0.01%
300
2185
$1.14K ﹤0.01%
100
-1
2186
$1.14K ﹤0.01%
100
+50
2187
$1.13K ﹤0.01%
140
2188
$1.13K ﹤0.01%
5
-2
2189
$1.12K ﹤0.01%
+5
2190
$1.12K ﹤0.01%
23
2191
$1.11K ﹤0.01%
150
2192
$1.1K ﹤0.01%
73
-10
2193
$1.1K ﹤0.01%
65
2194
$1.09K ﹤0.01%
6
2195
$1.09K ﹤0.01%
107
2196
$1.07K ﹤0.01%
10
2197
$1.07K ﹤0.01%
19
2198
$1.05K ﹤0.01%
25
2199
$1.04K ﹤0.01%
303
+3
2200
$1.03K ﹤0.01%
30
86 87
88
89 90