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
1751
$23K ﹤0.01%
1,901
-2,894
1752
$23K ﹤0.01%
254
-7
1753
$23K ﹤0.01%
848
+1
1754
$23K ﹤0.01%
2,000
-1,200
1755
$23K ﹤0.01%
1,841
-20
1756
$23K ﹤0.01%
+923
1757
$23K ﹤0.01%
600
-1,200
1758
$23K ﹤0.01%
4,032
+66
1759
$23K ﹤0.01%
670
-1,115
1760
$23K ﹤0.01%
127
-252
1761
$23K ﹤0.01%
1,384
1762
$23K ﹤0.01%
169
1763
$22K ﹤0.01%
2,000
1764
$22K ﹤0.01%
100
-166
1765
$22K ﹤0.01%
1,087
1766
$22K ﹤0.01%
155
-21
1767
$22K ﹤0.01%
+182
1768
$22K ﹤0.01%
186
-568
1769
$22K ﹤0.01%
+2,200
1770
$22K ﹤0.01%
1,000
-2,100
1771
$22K ﹤0.01%
160
1772
$22K ﹤0.01%
642
1773
$22K ﹤0.01%
334
-213
1774
$22K ﹤0.01%
372
-4,267
1775
$22K ﹤0.01%
1,015
-43,487
69 70
71
72 73