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
1776
$22K ﹤0.01%
299
-968
1777
$22K ﹤0.01%
1,839
-5,148
1778
$22K ﹤0.01%
1,165
1779
$22K ﹤0.01%
441
1780
$22K ﹤0.01%
400
1781
$22K ﹤0.01%
728
-2,390
1782
$22K ﹤0.01%
248
1783
$21K ﹤0.01%
179
-5,048
1784
$21K ﹤0.01%
+1,500
1785
$21K ﹤0.01%
531
-2,083
1786
$21K ﹤0.01%
4,893
-473
1787
$21K ﹤0.01%
106
1788
$21K ﹤0.01%
447
-42
1789
$21K ﹤0.01%
1,558
-2,554
1790
$21K ﹤0.01%
4,686
+59
1791
$21K ﹤0.01%
876
1792
$21K ﹤0.01%
+450
1793
$21K ﹤0.01%
69
-60
1794
$21K ﹤0.01%
700
-1,300
1795
$21K ﹤0.01%
3,000
1796
$21K ﹤0.01%
2,116
+37
1797
$21K ﹤0.01%
1,398
-500
1798
$20K ﹤0.01%
602
-924
1799
$20K ﹤0.01%
217
+77
1800
$20K ﹤0.01%
429
-835
70 71
72
73 74