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
$3.74B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,027
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$18.2M
3
+$16.2M
4
ELV icon
Elevance Health
ELV
+$11.9M
5
NOW icon
ServiceNow
NOW
+$11.7M

Top Sells

1
+$31.4M
2
+$28.1M
3
+$19.4M
4
CDNS icon
Cadence Design Systems
CDNS
+$16.6M
5
CRL icon
Charles River Laboratories
CRL
+$16.6M

Sector Composition

1 Technology 14.26%
2 Financials 6.98%
3 Consumer Discretionary 6.87%
4 Healthcare 5.51%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$96K ﹤0.01%
8,742
+7,500
1177
$96K ﹤0.01%
3,330
-200
1178
$96K ﹤0.01%
5,530
-4,300
1179
$95K ﹤0.01%
1,452
-155
1180
$95K ﹤0.01%
1,122
-308
1181
$95K ﹤0.01%
3,676
+450
1182
$95K ﹤0.01%
1,853
-298
1183
$94K ﹤0.01%
17,200
+6,000
1184
$94K ﹤0.01%
14,540
1185
$93K ﹤0.01%
3,098
-19,170
1186
$93K ﹤0.01%
10,854
-32,047
1187
$93K ﹤0.01%
22
1188
$92K ﹤0.01%
6,998
-634
1189
$92K ﹤0.01%
4,558
-5,276
1190
$92K ﹤0.01%
3,936
1191
$92K ﹤0.01%
1,387
-1,506
1192
$92K ﹤0.01%
1,320
1193
$91K ﹤0.01%
10,200
-1,150
1194
$91K ﹤0.01%
2,969
-9,898
1195
$91K ﹤0.01%
1,400
1196
$91K ﹤0.01%
3,344
+10
1197
$91K ﹤0.01%
2,916
-147
1198
$91K ﹤0.01%
944
-126
1199
$91K ﹤0.01%
3,185
+185
1200
$90K ﹤0.01%
6,745
-7,491
46 47
48
49 50