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
2076
$9K ﹤0.01%
401
-807
2077
$9K ﹤0.01%
+100
2078
$9K ﹤0.01%
+125
2079
$9K ﹤0.01%
929
-450
2080
$9K ﹤0.01%
200
2081
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700
-567
2082
$9K ﹤0.01%
133
2083
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517
-255
2084
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215
-70
2085
$8K ﹤0.01%
44
+21
2086
$8K ﹤0.01%
51
+1
2087
$8K ﹤0.01%
21
-392
2088
$8K ﹤0.01%
200
2089
$8K ﹤0.01%
227
+1
2090
$8K ﹤0.01%
397
2091
$8K ﹤0.01%
109
-94
2092
$8K ﹤0.01%
175
-1,620
2093
$8K ﹤0.01%
189
2094
$8K ﹤0.01%
655
+6
2095
$8K ﹤0.01%
44
-40
2096
$8K ﹤0.01%
200
-440
2097
$8K ﹤0.01%
400
-219
2098
$8K ﹤0.01%
204
-109
2099
$8K ﹤0.01%
100
-27
2100
$8K ﹤0.01%
133