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
1351
$64K ﹤0.01%
754
-450
1352
$64K ﹤0.01%
1,658
-9,386
1353
$63K ﹤0.01%
538
1354
$63K ﹤0.01%
642
-865
1355
$63K ﹤0.01%
1,455
-190
1356
$63K ﹤0.01%
7,264
+668
1357
$63K ﹤0.01%
3,300
+925
1358
$63K ﹤0.01%
1,148
-25,369
1359
$63K ﹤0.01%
1,136
1360
$63K ﹤0.01%
1,325
+754
1361
$62K ﹤0.01%
709
+29
1362
$62K ﹤0.01%
491
-520
1363
$62K ﹤0.01%
1,000
1364
$62K ﹤0.01%
1,084
-342
1365
$62K ﹤0.01%
1,997
-391
1366
$62K ﹤0.01%
10,580
+100
1367
$61K ﹤0.01%
1,076
-250
1368
$61K ﹤0.01%
558
1369
$61K ﹤0.01%
3,422
+5
1370
$61K ﹤0.01%
4,200
1371
$61K ﹤0.01%
716
1372
$61K ﹤0.01%
765
-655
1373
$60K ﹤0.01%
1,586
-18,582
1374
$60K ﹤0.01%
821
-8
1375
$60K ﹤0.01%
5,141
53 54
55
56 57