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
1851
$18K ﹤0.01%
151
1852
$18K ﹤0.01%
954
-1,548
1853
$18K ﹤0.01%
724
-699
1854
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633
-120
1855
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914
+500
1856
$18K ﹤0.01%
662
+215
1857
$18K ﹤0.01%
272
-12,588
1858
$18K ﹤0.01%
550
1859
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104
-45
1860
$18K ﹤0.01%
440
1861
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750
1862
$18K ﹤0.01%
+6,900
1863
$17K ﹤0.01%
584
+5
1864
$17K ﹤0.01%
+544
1865
$17K ﹤0.01%
+375
1866
$17K ﹤0.01%
158
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$17K ﹤0.01%
3,833
-111
1868
$17K ﹤0.01%
1,826
-273
1869
$17K ﹤0.01%
381
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1870
$17K ﹤0.01%
400
1871
$17K ﹤0.01%
500
1872
$17K ﹤0.01%
550
1873
$17K ﹤0.01%
73
-153
1874
$17K ﹤0.01%
227
1875
$17K ﹤0.01%
1,070
-20,483
73 74
75
76 77