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
1701
$26K ﹤0.01%
649
1702
$26K ﹤0.01%
100
1703
$26K ﹤0.01%
1,826
1704
$26K ﹤0.01%
170
1705
$26K ﹤0.01%
659
1706
$26K ﹤0.01%
751
+588
1707
$26K ﹤0.01%
300
-800
1708
$25K ﹤0.01%
1,475
-103
1709
$25K ﹤0.01%
+774
1710
$25K ﹤0.01%
308
1711
$25K ﹤0.01%
300
1712
$25K ﹤0.01%
486
+300
1713
$25K ﹤0.01%
2,162
+339
1714
$25K ﹤0.01%
692
-747
1715
$25K ﹤0.01%
713
+13
1716
$25K ﹤0.01%
1,099
-26
1717
$25K ﹤0.01%
+190
1718
$25K ﹤0.01%
642
-2,058
1719
$25K ﹤0.01%
205
-929
1720
$25K ﹤0.01%
592
-104
1721
$25K ﹤0.01%
1,797
-21,060
1722
$25K ﹤0.01%
142
-222
1723
$25K ﹤0.01%
560
-1,940
1724
$25K ﹤0.01%
660
-16
1725
$25K ﹤0.01%
577
-25
67 68
69
70 71