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
1676
$28K ﹤0.01%
2,100
1677
$27K ﹤0.01%
448
-215
1678
$27K ﹤0.01%
+428
1679
$27K ﹤0.01%
513
+2
1680
$27K ﹤0.01%
2,830
-16,164
1681
$27K ﹤0.01%
207
1682
$27K ﹤0.01%
250
1683
$27K ﹤0.01%
278
+12
1684
$27K ﹤0.01%
2,631
1685
$27K ﹤0.01%
700
-1,265
1686
$27K ﹤0.01%
1,000
+300
1687
$27K ﹤0.01%
553
1688
$27K ﹤0.01%
1,000
1689
$27K ﹤0.01%
1,394
1690
$27K ﹤0.01%
1,600
-25
1691
$27K ﹤0.01%
2,137
-2,825
1692
$27K ﹤0.01%
511
1693
$26K ﹤0.01%
180
+97
1694
$26K ﹤0.01%
380
+173
1695
$26K ﹤0.01%
150
-755
1696
$26K ﹤0.01%
1,900
1697
$26K ﹤0.01%
2,000
1698
$26K ﹤0.01%
694
1699
$26K ﹤0.01%
87
-46
1700
$26K ﹤0.01%
234
66 67
68
69 70