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
1426
$53K ﹤0.01%
2,045
1427
$53K ﹤0.01%
668
+36
1428
$53K ﹤0.01%
4,282
+1
1429
$53K ﹤0.01%
758
1430
$53K ﹤0.01%
21,890
-20,388
1431
$53K ﹤0.01%
1,401
-4,569
1432
$52K ﹤0.01%
1,050
-120
1433
$52K ﹤0.01%
654
-35
1434
$52K ﹤0.01%
+168
1435
$52K ﹤0.01%
869
-277
1436
$52K ﹤0.01%
726
1437
$52K ﹤0.01%
3,096
1438
$52K ﹤0.01%
2,200
-100
1439
$52K ﹤0.01%
3,106
+312
1440
$52K ﹤0.01%
1,300
1441
$51K ﹤0.01%
3,500
1442
$51K ﹤0.01%
975
1443
$51K ﹤0.01%
1,733
-1,394
1444
$51K ﹤0.01%
1,930
+2
1445
$51K ﹤0.01%
37,500
-100
1446
$51K ﹤0.01%
2,257
-16,950
1447
$51K ﹤0.01%
2,272
-5,501
1448
$50K ﹤0.01%
3,000
-118
1449
$50K ﹤0.01%
1,147
+3
1450
$50K ﹤0.01%
1,374
+2
56 57
58
59 60