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
1926
$14K ﹤0.01%
230
1927
$14K ﹤0.01%
423
1928
$14K ﹤0.01%
1,264
1929
$14K ﹤0.01%
300
-25
1930
$14K ﹤0.01%
333
1931
$14K ﹤0.01%
+422
1932
$14K ﹤0.01%
2,000
1933
$13K ﹤0.01%
+239
1934
$13K ﹤0.01%
1,025
1935
$13K ﹤0.01%
421
-189
1936
$13K ﹤0.01%
914
+660
1937
$13K ﹤0.01%
1,612
-2,507
1938
$13K ﹤0.01%
362
1939
$13K ﹤0.01%
137
+1
1940
$13K ﹤0.01%
498
-1,664
1941
$13K ﹤0.01%
147
+1
1942
$13K ﹤0.01%
+400
1943
$13K ﹤0.01%
712
+3
1944
$13K ﹤0.01%
175
1945
$13K ﹤0.01%
300
+1
1946
$13K ﹤0.01%
510
-5,224
1947
$13K ﹤0.01%
343
1948
$13K ﹤0.01%
400
1949
$13K ﹤0.01%
404
1950
$13K ﹤0.01%
500
-674
76 77
78
79 80