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
1276
$76K ﹤0.01%
3,060
1277
$76K ﹤0.01%
+2,300
1278
$76K ﹤0.01%
1,393
+370
1279
$76K ﹤0.01%
254
-138
1280
$76K ﹤0.01%
12,849
-929
1281
$76K ﹤0.01%
1,642
-160
1282
$76K ﹤0.01%
3,150
-3,351
1283
$75K ﹤0.01%
3,049
1284
$75K ﹤0.01%
543
-12
1285
$75K ﹤0.01%
2,302
-561
1286
$75K ﹤0.01%
5,711
+5
1287
$74K ﹤0.01%
1,028
+214
1288
$74K ﹤0.01%
1,818
-12,485
1289
$74K ﹤0.01%
7,609
1290
$74K ﹤0.01%
8,429
-40,368
1291
$74K ﹤0.01%
1,105
-15,827
1292
$74K ﹤0.01%
906
-1,065
1293
$74K ﹤0.01%
941
+764
1294
$74K ﹤0.01%
1,189
-68
1295
$74K ﹤0.01%
3,462
+500
1296
$74K ﹤0.01%
1,705
-179,948
1297
$73K ﹤0.01%
4,703
1298
$73K ﹤0.01%
657
-135
1299
$73K ﹤0.01%
1,869
-731
1300
$73K ﹤0.01%
216
-405
50 51
52
53 54