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
1876
$17K ﹤0.01%
33
-99
1877
$17K ﹤0.01%
250
-235
1878
$17K ﹤0.01%
1,126
-1,152
1879
$17K ﹤0.01%
1,135
1880
$17K ﹤0.01%
765
1881
$17K ﹤0.01%
2,300
1882
$17K ﹤0.01%
67
-13
1883
$17K ﹤0.01%
80
+60
1884
$17K ﹤0.01%
1,516
1885
$16K ﹤0.01%
203
-174
1886
$16K ﹤0.01%
385
-749
1887
$16K ﹤0.01%
1,521
-333
1888
$16K ﹤0.01%
270
-520
1889
$16K ﹤0.01%
400
1890
$16K ﹤0.01%
604
+404
1891
$16K ﹤0.01%
471
1892
$16K ﹤0.01%
3,923
+74
1893
$16K ﹤0.01%
384
-3,200
1894
$16K ﹤0.01%
144
-4
1895
$15K ﹤0.01%
188
-145
1896
$15K ﹤0.01%
1,966
1897
$15K ﹤0.01%
+200
1898
$15K ﹤0.01%
678
+4
1899
$15K ﹤0.01%
920
-275
1900
$15K ﹤0.01%
929
-1,495
74 75
76
77 78