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
2101
$8K ﹤0.01%
86
-575
2102
$8K ﹤0.01%
1,616
-23,055
2103
$8K ﹤0.01%
+578
2104
$8K ﹤0.01%
139
-184
2105
$8K ﹤0.01%
1,000
2106
$8K ﹤0.01%
456
2107
$8K ﹤0.01%
46
-31
2108
$8K ﹤0.01%
367
+4
2109
$8K ﹤0.01%
200
2110
$8K ﹤0.01%
17
-18
2111
$8K ﹤0.01%
+40
2112
$8K ﹤0.01%
495
-255
2113
$8K ﹤0.01%
+348
2114
$8K ﹤0.01%
230
2115
$8K ﹤0.01%
350
-21,679
2116
$8K ﹤0.01%
193
2117
$8K ﹤0.01%
610
-2,218
2118
$8K ﹤0.01%
272
+1
2119
$8K ﹤0.01%
2,200
2120
$8K ﹤0.01%
4,000
2121
$8K ﹤0.01%
100
+80
2122
$8K ﹤0.01%
500
2123
$8K ﹤0.01%
180
-600
2124
$8K ﹤0.01%
300
2125
$8K ﹤0.01%
800
83 84
85
86 87