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
201
$2.91M 0.05%
17,080
-11,290
202
$2.91M 0.05%
7,305
+247
203
$2.91M 0.05%
26,295
+2,893
204
$2.88M 0.05%
35,224
-26,247
205
$2.87M 0.05%
32,178
+2,933
206
$2.85M 0.05%
25,063
-1,119
207
$2.8M 0.05%
27,899
-6,743
208
$2.8M 0.05%
11,010
-195
209
$2.78M 0.05%
47,850
-12,100
210
$2.74M 0.05%
70,458
+3,234
211
$2.7M 0.05%
15,382
+1,026
212
$2.65M 0.05%
95,318
+1,483
213
$2.62M 0.05%
12,739
+193
214
$2.62M 0.05%
13,420
+871
215
$2.61M 0.05%
42,493
+5,776
216
$2.58M 0.05%
13,371
+480
217
$2.55M 0.05%
93,635
+7,933
218
$2.5M 0.05%
144,493
-5,848
219
$2.5M 0.05%
27,393
+285
220
$2.48M 0.05%
65,398
221
$2.47M 0.04%
98,542
+805
222
$2.46M 0.04%
77,532
-492
223
$2.44M 0.04%
19,405
+799
224
$2.4M 0.04%
3,695
+640
225
$2.38M 0.04%
40,585
+1,115
7 8
9
10 11