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
1451
$50K ﹤0.01%
1,272
-3
1452
$50K ﹤0.01%
260
+1
1453
$50K ﹤0.01%
3,556
-1,767
1454
$49K ﹤0.01%
1,650
1455
$49K ﹤0.01%
1,525
1456
$49K ﹤0.01%
1,690
+280
1457
$49K ﹤0.01%
203
+5
1458
$49K ﹤0.01%
6,000
+2,935
1459
$49K ﹤0.01%
12,782
1460
$48K ﹤0.01%
2,446
1461
$48K ﹤0.01%
659
+328
1462
$48K ﹤0.01%
1,922
-14,025
1463
$48K ﹤0.01%
782
-1,001
1464
$48K ﹤0.01%
335
1465
$48K ﹤0.01%
430
1466
$47K ﹤0.01%
1,014
-2,750
1467
$47K ﹤0.01%
1,549
-117
1468
$47K ﹤0.01%
650
1469
$47K ﹤0.01%
10,114
1470
$47K ﹤0.01%
2,063
1471
$47K ﹤0.01%
937
+6
1472
$47K ﹤0.01%
+2,800
1473
$47K ﹤0.01%
1,105
-7,663
1474
$47K ﹤0.01%
317
-2,168
1475
$47K ﹤0.01%
418
+8
57 58
59
60 61