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
1376
$60K ﹤0.01%
3,597
1377
$60K ﹤0.01%
5,200
-6,566
1378
$60K ﹤0.01%
1,640
1379
$60K ﹤0.01%
707
+3
1380
$60K ﹤0.01%
1,084
-300
1381
$60K ﹤0.01%
386
-105
1382
$60K ﹤0.01%
945
1383
$60K ﹤0.01%
1,833
-33
1384
$60K ﹤0.01%
670
-5,909
1385
$59K ﹤0.01%
1,583
1386
$59K ﹤0.01%
402
-291
1387
$59K ﹤0.01%
3,120
-14,159
1388
$59K ﹤0.01%
5,028
-160
1389
$58K ﹤0.01%
2,065
1390
$58K ﹤0.01%
828
1391
$58K ﹤0.01%
1,186
1392
$58K ﹤0.01%
1,300
-182
1393
$58K ﹤0.01%
6,096
-11
1394
$58K ﹤0.01%
577
-51
1395
$58K ﹤0.01%
3,825
+2,052
1396
$58K ﹤0.01%
1,289
-133
1397
$58K ﹤0.01%
13,595
+6,378
1398
$57K ﹤0.01%
1,362
-6,389
1399
$57K ﹤0.01%
1,656
1400
$57K ﹤0.01%
901
-186
54 55
56
57 58