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
2201
$6K ﹤0.01%
+1,000
2202
$6K ﹤0.01%
218
-21,731
2203
$6K ﹤0.01%
199
-100
2204
$6K ﹤0.01%
199
2205
$6K ﹤0.01%
100
2206
$6K ﹤0.01%
152
-4,310
2207
$6K ﹤0.01%
119
2208
$6K ﹤0.01%
153
-1,902
2209
$6K ﹤0.01%
166
-940
2210
$6K ﹤0.01%
20
-2
2211
$6K ﹤0.01%
1,150
-75
2212
$6K ﹤0.01%
162
2213
$6K ﹤0.01%
55
-122
2214
$6K ﹤0.01%
448
-1,090
2215
$6K ﹤0.01%
480
2216
$6K ﹤0.01%
+100
2217
$5K ﹤0.01%
60
-536
2218
$5K ﹤0.01%
277
-168,033
2219
$5K ﹤0.01%
227
2220
$5K ﹤0.01%
59
-54
2221
$5K ﹤0.01%
51
-5
2222
$5K ﹤0.01%
78
2223
$5K ﹤0.01%
100
2224
$5K ﹤0.01%
35
-6,386
2225
$5K ﹤0.01%
61
-48
87 88
89
90 91