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
1551
$38K ﹤0.01%
2,638
-4,000
1552
$38K ﹤0.01%
+500
1553
$38K ﹤0.01%
216
-57
1554
$38K ﹤0.01%
262
1555
$37K ﹤0.01%
1,216
+16
1556
$37K ﹤0.01%
499
+323
1557
$37K ﹤0.01%
348
-698
1558
$37K ﹤0.01%
574
1559
$37K ﹤0.01%
235
+9
1560
$37K ﹤0.01%
717
-34
1561
$37K ﹤0.01%
1,067
1562
$37K ﹤0.01%
3,316
-732
1563
$37K ﹤0.01%
215
-374
1564
$37K ﹤0.01%
254
-200
1565
$37K ﹤0.01%
505
-7,960
1566
$36K ﹤0.01%
146
-170
1567
$36K ﹤0.01%
103
1568
$36K ﹤0.01%
1,260
-2
1569
$36K ﹤0.01%
600
1570
$36K ﹤0.01%
1,365
-3,408
1571
$36K ﹤0.01%
341
1572
$36K ﹤0.01%
569
-6
1573
$36K ﹤0.01%
576
+100
1574
$36K ﹤0.01%
722
-137
1575
$36K ﹤0.01%
2,460
61 62
63
64 65