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
2201
$1.01K ﹤0.01%
20
2202
$993 ﹤0.01%
23
-75
2203
$989 ﹤0.01%
65
2204
$979 ﹤0.01%
4
2205
$972 ﹤0.01%
33
2206
$960 ﹤0.01%
17
-227
2207
$946 ﹤0.01%
25
2208
$938 ﹤0.01%
+157
2209
$937 ﹤0.01%
36
-163
2210
$937 ﹤0.01%
8
-15
2211
$932 ﹤0.01%
30
-13
2212
$930 ﹤0.01%
+12
2213
$926 ﹤0.01%
210
-47
2214
$924 ﹤0.01%
300
2215
$906 ﹤0.01%
12
-76
2216
$898 ﹤0.01%
56
-50
2217
$898 ﹤0.01%
31
2218
$888 ﹤0.01%
49
2219
$888 ﹤0.01%
30
2220
$886 ﹤0.01%
54
-4
2221
$879 ﹤0.01%
300
2222
$878 ﹤0.01%
63
2223
$865 ﹤0.01%
64
2224
$865 ﹤0.01%
43
+1
2225
$863 ﹤0.01%
20
-33
87 88
89
90 91