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
2051
$9K ﹤0.01%
345
2052
$9K ﹤0.01%
1,215
+350
2053
$9K ﹤0.01%
346
-28
2054
$9K ﹤0.01%
128
2055
$9K ﹤0.01%
+500
2056
$9K ﹤0.01%
511
-108
2057
$9K ﹤0.01%
+265
2058
$9K ﹤0.01%
345
-15
2059
$9K ﹤0.01%
+1,000
2060
$9K ﹤0.01%
192
2061
$9K ﹤0.01%
141
-99
2062
$9K ﹤0.01%
80
2063
$9K ﹤0.01%
263
-456
2064
$9K ﹤0.01%
245
-53
2065
$9K ﹤0.01%
1,492
-187
2066
$9K ﹤0.01%
106
2067
$9K ﹤0.01%
118
+4
2068
$9K ﹤0.01%
235
-2,901
2069
$9K ﹤0.01%
192
-5,407
2070
$9K ﹤0.01%
700
2071
$9K ﹤0.01%
109
2072
$9K ﹤0.01%
34
-1
2073
$9K ﹤0.01%
310
+6
2074
$9K ﹤0.01%
150
2075
$9K ﹤0.01%
607
-196