SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1
$300M 5.45%
279,201
-10,811
2
$191M 3.47%
511,429
+1,379
3
$182M 3.31%
142,828
-774
4
$157M 2.86%
157,704
+12,846
5
$152M 2.76%
354,876
+5,473
6
$140M 2.54%
397,846
+8,296
7
$126M 2.28%
152,932
-2,313
8
$123M 2.23%
601,099
+10,936
9
$123M 2.22%
797,590
+12,819
10
$122M 2.21%
687,815
+9,972
11
$119M 2.16%
576,649
+9,149
12
$118M 2.14%
584,283
-37,626
13
$111M 2.02%
422,058
-10,455
14
$110M 1.99%
194,558
-6,126
15
$95.9M 1.74%
831,350
-26,790
16
$89.9M 1.63%
369,624
-2,703
17
$88M 1.6%
262,304
+4,201
18
$81.7M 1.48%
855,907
+4,695
19
$74.1M 1.35%
212,199
-8,230
20
$62.5M 1.14%
266,447
+2,104
21
$61.4M 1.11%
167,394
+5,725
22
$60.6M 1.1%
75,981
-1,153
23
$58.4M 1.06%
199,526
+10,617
24
$56.6M 1.03%
314,868
+528
25
$54.7M 0.99%
112,684
-1,182
1
2 3 4 5