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
2251
$730 ﹤0.01%
25
-473
2252
$730 ﹤0.01%
4,863
-314
2253
$723 ﹤0.01%
90
-4
2254
$723 ﹤0.01%
24
2255
$714 ﹤0.01%
108
2256
$714 ﹤0.01%
20
2257
$712 ﹤0.01%
36
2258
$710 ﹤0.01%
13
2259
$707 ﹤0.01%
10
2260
$702 ﹤0.01%
7
-5
2261
$698 ﹤0.01%
36
-6
2262
$687 ﹤0.01%
+20
2263
$681 ﹤0.01%
6
2264
$681 ﹤0.01%
13
2265
$681 ﹤0.01%
5
-9
2266
$661 ﹤0.01%
40
2267
$661 ﹤0.01%
14
2268
$651 ﹤0.01%
10
2269
$644 ﹤0.01%
+18
2270
$633 ﹤0.01%
7
-50
2271
$623 ﹤0.01%
2
2272
$617 ﹤0.01%
31
2273
$615 ﹤0.01%
114
2274
$609 ﹤0.01%
30
2275
$609 ﹤0.01%
125
89 90
91
92 93