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
1626
$31K ﹤0.01%
950
1627
$31K ﹤0.01%
1,090
-25
1628
$31K ﹤0.01%
396
-21
1629
$31K ﹤0.01%
1,215
+3
1630
$31K ﹤0.01%
900
1631
$31K ﹤0.01%
796
+2
1632
$31K ﹤0.01%
1,112
-502
1633
$31K ﹤0.01%
2,444
-892
1634
$31K ﹤0.01%
666
1635
$31K ﹤0.01%
383
1636
$30K ﹤0.01%
728
-6,934
1637
$30K ﹤0.01%
208
+118
1638
$30K ﹤0.01%
+3,500
1639
$30K ﹤0.01%
+330
1640
$30K ﹤0.01%
1,157
-990
1641
$30K ﹤0.01%
+1,100
1642
$30K ﹤0.01%
7,200
1643
$30K ﹤0.01%
2,000
1644
$30K ﹤0.01%
125
1645
$30K ﹤0.01%
2,140
-1,635
1646
$29K ﹤0.01%
+1,329
1647
$29K ﹤0.01%
1,000
1648
$29K ﹤0.01%
800
+400
1649
$29K ﹤0.01%
456
-1,120
1650
$29K ﹤0.01%
897
64 65
66
67 68