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
2276
$600 ﹤0.01%
+250
2277
$600 ﹤0.01%
200
-650
2278
$599 ﹤0.01%
43
-10
2279
$590 ﹤0.01%
20
2280
$571 ﹤0.01%
50
+1
2281
$564 ﹤0.01%
714
+6
2282
$562 ﹤0.01%
10
2283
$561 ﹤0.01%
+35
2284
$552 ﹤0.01%
2
-1
2285
$551 ﹤0.01%
50
2286
$549 ﹤0.01%
+100
2287
$547 ﹤0.01%
17
-420
2288
$540 ﹤0.01%
+100
2289
$537 ﹤0.01%
+5
2290
$536 ﹤0.01%
+4
2291
$532 ﹤0.01%
33
2292
$518 ﹤0.01%
39
-28
2293
$518 ﹤0.01%
+80
2294
$517 ﹤0.01%
29
2295
$515 ﹤0.01%
+21
2296
$509 ﹤0.01%
+13
2297
$505 ﹤0.01%
+13
2298
– –
-100
2299
– –
-12,009
2300
– –
-596
90 91
92
93 94