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
1401
$57K ﹤0.01%
1,947
-619
1402
$57K ﹤0.01%
1,582
-9,061
1403
$57K ﹤0.01%
1,412
-5,900
1404
$57K ﹤0.01%
1,201
-171
1405
$57K ﹤0.01%
900
1406
$56K ﹤0.01%
682
-9,255
1407
$56K ﹤0.01%
1,806
1408
$56K ﹤0.01%
1,968
+900
1409
$56K ﹤0.01%
919
+414
1410
$56K ﹤0.01%
437
-57
1411
$55K ﹤0.01%
554
-282
1412
$55K ﹤0.01%
4,812
1413
$55K ﹤0.01%
1,843
-468
1414
$55K ﹤0.01%
536
-757
1415
$55K ﹤0.01%
1,568
-325
1416
$55K ﹤0.01%
480
1417
$55K ﹤0.01%
3,561
-4,260
1418
$54K ﹤0.01%
432
-128
1419
$54K ﹤0.01%
1,381
-6,222
1420
$54K ﹤0.01%
412
1421
$54K ﹤0.01%
2,100
1422
$54K ﹤0.01%
12,020
1423
$54K ﹤0.01%
128
-32
1424
$53K ﹤0.01%
1,291
-230
1425
$53K ﹤0.01%
4,080
55 56
57
58 59