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
2226
$860 ﹤0.01%
30
2227
$859 ﹤0.01%
14
2228
$848 ﹤0.01%
200
2229
$847 ﹤0.01%
10
2230
$844 ﹤0.01%
+24
2231
$832 ﹤0.01%
96
+1
2232
$829 ﹤0.01%
108
-92
2233
$819 ﹤0.01%
6
2234
$810 ﹤0.01%
76
-48
2235
$794 ﹤0.01%
13
-7
2236
$793 ﹤0.01%
15
2237
$791 ﹤0.01%
70
2238
$783 ﹤0.01%
34
2239
$783 ﹤0.01%
5
2240
$781 ﹤0.01%
7
2241
$781 ﹤0.01%
30
-573
2242
$777 ﹤0.01%
6
2243
$776 ﹤0.01%
141
-125
2244
$756 ﹤0.01%
+53
2245
$753 ﹤0.01%
4
2246
$751 ﹤0.01%
37
+9
2247
$747 ﹤0.01%
45
2248
$741 ﹤0.01%
+13
2249
$734 ﹤0.01%
16
2250
$730 ﹤0.01%
7
88 89
90
91 92