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
2126
$8K ﹤0.01%
517
-7,263
2127
$8K ﹤0.01%
288
2128
$8K ﹤0.01%
62
-42
2129
$8K ﹤0.01%
51
-52
2130
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174
-711
2131
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+400
2132
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100
2133
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103
-37
2134
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127
-495
2135
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67
+33
2136
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60
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2137
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146
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2138
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125
2139
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41
2140
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200
2141
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100
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2142
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36
2143
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500
2144
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54
+2
2145
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654
2146
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60
-193
2147
$7K ﹤0.01%
635
2148
$7K ﹤0.01%
119
-34
2149
$7K ﹤0.01%
145
-200
2150
$7K ﹤0.01%
475
-53
84 85
86
87 88