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
1251
$81K ﹤0.01%
5,052
1252
$81K ﹤0.01%
181
-61
1253
$80K ﹤0.01%
7,658
+11
1254
$80K ﹤0.01%
3,265
-1,300
1255
$80K ﹤0.01%
292
-16
1256
$80K ﹤0.01%
6,930
1257
$80K ﹤0.01%
800
1258
$80K ﹤0.01%
10,092
-22,240
1259
$79K ﹤0.01%
262
-3
1260
$79K ﹤0.01%
965
-185
1261
$79K ﹤0.01%
675
-450
1262
$79K ﹤0.01%
+4,217
1263
$79K ﹤0.01%
1,221
+347
1264
$79K ﹤0.01%
3,960
-414
1265
$78K ﹤0.01%
1,182
-126
1266
$78K ﹤0.01%
3,805
-6,000
1267
$78K ﹤0.01%
4,700
1268
$78K ﹤0.01%
3,650
-50
1269
$78K ﹤0.01%
1,339
+139
1270
$78K ﹤0.01%
671
-176
1271
$78K ﹤0.01%
620
-1,846
1272
$77K ﹤0.01%
2,240
-394
1273
$77K ﹤0.01%
5,813
+7
1274
$77K ﹤0.01%
2,234
+255
1275
$77K ﹤0.01%
5,950
+260
49 50
51
52 53