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
1976
$12K ﹤0.01%
1,200
1977
$12K ﹤0.01%
220
1978
$12K ﹤0.01%
725
-658
1979
$12K ﹤0.01%
1,000
1980
$12K ﹤0.01%
421
1981
$12K ﹤0.01%
41
-425
1982
$12K ﹤0.01%
220
-150
1983
$12K ﹤0.01%
1,000
1984
$12K ﹤0.01%
250
1985
$12K ﹤0.01%
602
-12,941
1986
$12K ﹤0.01%
506
-354
1987
$12K ﹤0.01%
2,065
+1,494
1988
$11K ﹤0.01%
358
+4
1989
$11K ﹤0.01%
28
-9
1990
$11K ﹤0.01%
52
1991
$11K ﹤0.01%
218
1992
$11K ﹤0.01%
128
+30
1993
$11K ﹤0.01%
+500
1994
$11K ﹤0.01%
535
1995
$11K ﹤0.01%
+125
1996
$11K ﹤0.01%
172
1997
$11K ﹤0.01%
453
-1,378
1998
$11K ﹤0.01%
160
1999
$11K ﹤0.01%
177
-1,043
2000
$11K ﹤0.01%
835
78 79
80
81 82