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
1301
$73K ﹤0.01%
1,018
-3,379
1302
$73K ﹤0.01%
2,100
+1,800
1303
$72K ﹤0.01%
635
-72
1304
$71K ﹤0.01%
1,505
-125
1305
$71K ﹤0.01%
235
-532
1306
$71K ﹤0.01%
2,408
-24
1307
$71K ﹤0.01%
1,608
-1,067
1308
$71K ﹤0.01%
446
-116
1309
$71K ﹤0.01%
1,541
-4,296
1310
$71K ﹤0.01%
741
-88
1311
$71K ﹤0.01%
1,018
-117
1312
$70K ﹤0.01%
6,355
+1,144
1313
$70K ﹤0.01%
5,295
+70
1314
$70K ﹤0.01%
4,252
-1,728
1315
$70K ﹤0.01%
1,511
-17
1316
$70K ﹤0.01%
+1,220
1317
$70K ﹤0.01%
3,144
+891
1318
$69K ﹤0.01%
692
-200
1319
$69K ﹤0.01%
2,184
-7,992
1320
$69K ﹤0.01%
275
-40
1321
$69K ﹤0.01%
958
+4
1322
$69K ﹤0.01%
1,809
+1,207
1323
$69K ﹤0.01%
769
-1,921
1324
$69K ﹤0.01%
2,315
+223
1325
$69K ﹤0.01%
4,989
51 52
53
54 55