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
1201
$90K ﹤0.01%
1,280
-4,469
1202
$90K ﹤0.01%
699
-14
1203
$89K ﹤0.01%
4,100
+300
1204
$89K ﹤0.01%
1,440
+1,005
1205
$89K ﹤0.01%
2,952
+4
1206
$89K ﹤0.01%
2,568
+1,697
1207
$89K ﹤0.01%
7,743
1208
$88K ﹤0.01%
4,700
+3,926
1209
$88K ﹤0.01%
446
-361
1210
$88K ﹤0.01%
+923
1211
$87K ﹤0.01%
586
-7,093
1212
$87K ﹤0.01%
2,326
+1,640
1213
$87K ﹤0.01%
1,237
-1,394
1214
$87K ﹤0.01%
1,338
+3
1215
$87K ﹤0.01%
2,163
-342
1216
$86K ﹤0.01%
859
1217
$86K ﹤0.01%
2,789
-1,494
1218
$86K ﹤0.01%
1,225
1219
$86K ﹤0.01%
2,891
1220
$85K ﹤0.01%
421
+14
1221
$85K ﹤0.01%
6,448
-988
1222
$85K ﹤0.01%
6,594
+28
1223
$85K ﹤0.01%
1,278
-1,260
1224
$85K ﹤0.01%
1,599
+450
1225
$85K ﹤0.01%
2,098
47 48
49
50 51