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
1476
$47K ﹤0.01%
3,458
+280
1477
$46K ﹤0.01%
7,820
1478
$46K ﹤0.01%
880
-6,357
1479
$46K ﹤0.01%
1,600
-1,251
1480
$46K ﹤0.01%
838
-300
1481
$46K ﹤0.01%
134
-15
1482
$46K ﹤0.01%
616
-113
1483
$45K ﹤0.01%
428
+2
1484
$45K ﹤0.01%
600
-130
1485
$45K ﹤0.01%
572
-12
1486
$45K ﹤0.01%
468
1487
$45K ﹤0.01%
374
-15,194
1488
$45K ﹤0.01%
3,926
-55,525
1489
$45K ﹤0.01%
1,784
+15
1490
$45K ﹤0.01%
+1,569
1491
$45K ﹤0.01%
5,679
-101
1492
$44K ﹤0.01%
1,725
-240
1493
$44K ﹤0.01%
2,071
-760
1494
$44K ﹤0.01%
1,761
+9
1495
$44K ﹤0.01%
447
1496
$44K ﹤0.01%
1,170
-1,032
1497
$44K ﹤0.01%
2,928
1498
$44K ﹤0.01%
+856
1499
$44K ﹤0.01%
2,944
-16,313
1500
$44K ﹤0.01%
211
-155
58 59
60
61 62