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
1901
$15K ﹤0.01%
656
1902
$15K ﹤0.01%
945
+3
1903
$15K ﹤0.01%
171
1904
$15K ﹤0.01%
126
-29,110
1905
$15K ﹤0.01%
533
1906
$15K ﹤0.01%
139
1907
$15K ﹤0.01%
3,252
-47
1908
$15K ﹤0.01%
400
1909
$15K ﹤0.01%
2,617
-72
1910
$15K ﹤0.01%
438
-23,437
1911
$15K ﹤0.01%
50
-501
1912
$15K ﹤0.01%
800
1913
$14K ﹤0.01%
126
-1,128
1914
$14K ﹤0.01%
211
1915
$14K ﹤0.01%
400
1916
$14K ﹤0.01%
+596
1917
$14K ﹤0.01%
319
1918
$14K ﹤0.01%
446
-35
1919
$14K ﹤0.01%
782
-105,188
1920
$14K ﹤0.01%
369
-2,121
1921
$14K ﹤0.01%
2,000
-6,200
1922
$14K ﹤0.01%
185
1923
$14K ﹤0.01%
338
-1
1924
$14K ﹤0.01%
300
-169
1925
$14K ﹤0.01%
9
-2,890
75 76
77
78 79