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
1951
$13K ﹤0.01%
356
1952
$13K ﹤0.01%
55
-46
1953
$13K ﹤0.01%
267
-20
1954
$13K ﹤0.01%
245
1955
$13K ﹤0.01%
334
-3,766
1956
$13K ﹤0.01%
125
-10
1957
$13K ﹤0.01%
800
-897
1958
$13K ﹤0.01%
100
1959
$13K ﹤0.01%
170
-2
1960
$13K ﹤0.01%
200
-123
1961
$12K ﹤0.01%
800
1962
$12K ﹤0.01%
144
1963
$12K ﹤0.01%
500
1964
$12K ﹤0.01%
612
-350
1965
$12K ﹤0.01%
7,493
-2,513
1966
$12K ﹤0.01%
361
-6,719
1967
$12K ﹤0.01%
314
1968
$12K ﹤0.01%
1,005
+8
1969
$12K ﹤0.01%
100
-218
1970
$12K ﹤0.01%
299
-646
1971
$12K ﹤0.01%
400
1972
$12K ﹤0.01%
227
-53
1973
$12K ﹤0.01%
+200
1974
$12K ﹤0.01%
300
-967
1975
$12K ﹤0.01%
200
-30
77 78
79
80 81