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
2401
– –
-500
2402
– –
-22,776
2403
– –
-192
2404
– –
-185
2405
– –
-58
2406
– –
-1,435
2407
– –
-187
2408
– –
-7,546
2409
– –
-33
2410
– –
-9,983
2411
– –
-25
2412
– –
-1,400
2413
– –
-48
2414
– –
-57
2415
– –
-19
2416
– –
-387
2417
– –
-9,121
2418
– –
-2,670
2419
– –
-1,500
2420
– –
-27
2421
– –
-501
2422
– –
-564
2423
– –
-1,058
2424
– –
-500
2425
– –
-1,758
94 95 96
97
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