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
1526
$40K ﹤0.01%
324
-36
1527
$40K ﹤0.01%
2,786
1528
$40K ﹤0.01%
610
+101
1529
$40K ﹤0.01%
124
1530
$40K ﹤0.01%
194
1531
$40K ﹤0.01%
1,726
-584
1532
$40K ﹤0.01%
1,386
-15,263
1533
$40K ﹤0.01%
14,500
1534
$40K ﹤0.01%
650
1535
$40K ﹤0.01%
992
-282
1536
$40K ﹤0.01%
319
-457
1537
$40K ﹤0.01%
730
+575
1538
$40K ﹤0.01%
1,550
1539
$39K ﹤0.01%
850
1540
$39K ﹤0.01%
1,500
1541
$39K ﹤0.01%
312
+9
1542
$39K ﹤0.01%
2,780
+50
1543
$39K ﹤0.01%
8,487
+6,500
1544
$39K ﹤0.01%
1,250
1545
$39K ﹤0.01%
673
-858
1546
$39K ﹤0.01%
1,460
1547
$39K ﹤0.01%
502
+2
1548
$39K ﹤0.01%
1,531
-161
1549
$38K ﹤0.01%
200
1550
$38K ﹤0.01%
428
-105
60 61
62
63 64