SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
– –
-588
2402
– –
-89
2403
– –
-1,000
2404
– –
-814
2405
– –
-3,404
2406
– –
-355
2407
– –
-13
2408
– –
-92
2409
– –
-10
2410
– –
-22
2411
– –
-250
2412
– –
-41
2413
– –
-4,551
2414
– –
-100
2415
– –
-302
2416
– –
-2,112
2417
– –
-7,232
2418
– –
-43
2419
– –
-22,776
2420
– –
-192
2421
– –
-185
2422
– –
-58
2423
– –
-1,435
2424
– –
-187
2425
– –
-7,546
94 95 96
97
98