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
1576
$36K ﹤0.01%
1,716
-1,853
1577
$36K ﹤0.01%
604
1578
$36K ﹤0.01%
508
-132
1579
$36K ﹤0.01%
1,645
+45
1580
$36K ﹤0.01%
6,511
1581
$35K ﹤0.01%
700
1582
$35K ﹤0.01%
1,431
-4,186
1583
$35K ﹤0.01%
700
-20
1584
$35K ﹤0.01%
15,000
-60
1585
$35K ﹤0.01%
2,300
1586
$35K ﹤0.01%
848
-630
1587
$35K ﹤0.01%
70
-44
1588
$35K ﹤0.01%
1,000
1589
$35K ﹤0.01%
300
1590
$35K ﹤0.01%
335
-77
1591
$35K ﹤0.01%
697
+2
1592
$35K ﹤0.01%
756
-92
1593
$35K ﹤0.01%
5,967
+55
1594
$35K ﹤0.01%
723
-107
1595
$35K ﹤0.01%
556
-229
1596
$35K ﹤0.01%
4,255
1597
$35K ﹤0.01%
283
1598
$35K ﹤0.01%
1,615
-64
1599
$35K ﹤0.01%
+327
1600
$35K ﹤0.01%
353
-27
62 63
64
65 66