SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
1-Year Return
19.36%
This Quarter Return
-4.22%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$3.74B
AUM Growth
-$772M
(-17%)
Cap. Flow
-$486M
Cap. Flow
% of AUM
-13.02%
Top 10 Holdings %
Top 10 Hldgs %
21.72%
Holding
3,027
New
108
Increased
497
Reduced
1,330
Closed
528
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$50.5M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$18.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$16.2M |
| 4 |
Elevance Health
ELV
|
$11.9M |
| 5 |
ServiceNow
NOW
|
$11.7M |
Top Sells
| 1 |
Apple
AAPL
|
$31.4M |
| 2 |
ProShares Ultra S&P500
SSO
|
$28.1M |
| 3 |
JPMorgan Chase
JPM
|
$19.4M |
| 4 |
Cadence Design Systems
CDNS
|
$16.6M |
| 5 |
Charles River Laboratories
CRL
|
$16.6M |
Sector Composition
| 1 | Technology | 14.26% |
| 2 | Financials | 6.98% |
| 3 | Consumer Discretionary | 6.87% |
| 4 | Healthcare | 5.5% |
| 5 | Industrials | 4.05% |
