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
1651
$29K ﹤0.01%
84
-291
1652
$29K ﹤0.01%
442
1653
$29K ﹤0.01%
1,300
1654
$29K ﹤0.01%
688
+120
1655
$29K ﹤0.01%
314
-2
1656
$29K ﹤0.01%
2,958
1657
$29K ﹤0.01%
372
+1
1658
$29K ﹤0.01%
200
-200
1659
$29K ﹤0.01%
111
-174
1660
$29K ﹤0.01%
4,050
1661
$29K ﹤0.01%
500
-11,649
1662
$29K ﹤0.01%
227
1663
$29K ﹤0.01%
352
1664
$29K ﹤0.01%
1,025
1665
$29K ﹤0.01%
+9,002
1666
$29K ﹤0.01%
+170
1667
$28K ﹤0.01%
250
1668
$28K ﹤0.01%
1,385
-328
1669
$28K ﹤0.01%
726
1670
$28K ﹤0.01%
665
1671
$28K ﹤0.01%
3,510
+2,510
1672
$28K ﹤0.01%
1,170
1673
$28K ﹤0.01%
1,072
+171
1674
$28K ﹤0.01%
900
1675
$28K ﹤0.01%
879
-2,408
65 66
67
68 69