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
2151
$7K ﹤0.01%
86
-612
2152
$7K ﹤0.01%
684
2153
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366
2154
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50
-201
2155
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300
2156
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149
-14,786
2157
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500
2158
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566
2159
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2160
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90
2161
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2162
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2163
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480
2164
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478
+6
2165
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400
2166
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2167
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60
+42
2168
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2,000
2169
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2170
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494
-250
2171
$7K ﹤0.01%
200
2172
$7K ﹤0.01%
4,000
2173
$7K ﹤0.01%
64
-15
2174
$6K ﹤0.01%
141
-915
2175
$6K ﹤0.01%
1,446
-749
85 86
87
88 89