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
2226
$5K ﹤0.01%
56
-315
2227
$5K ﹤0.01%
101
2228
$5K ﹤0.01%
734
-13,336
2229
$5K ﹤0.01%
+100
2230
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45
+35
2231
$5K ﹤0.01%
300
-49
2232
$5K ﹤0.01%
136
2233
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221
-13,694
2234
$5K ﹤0.01%
519
2235
$5K ﹤0.01%
200
2236
$5K ﹤0.01%
181
-52
2237
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176
-735
2238
$5K ﹤0.01%
88
-139
2239
$5K ﹤0.01%
100
2240
$5K ﹤0.01%
56
+2
2241
$5K ﹤0.01%
124
-19
2242
$5K ﹤0.01%
406
2243
$5K ﹤0.01%
1,000
2244
$5K ﹤0.01%
200
2245
$5K ﹤0.01%
500
2246
$5K ﹤0.01%
40
-20
2247
$5K ﹤0.01%
293
-2,038
2248
$5K ﹤0.01%
109
2249
$5K ﹤0.01%
219
2250
$5K ﹤0.01%
100
88 89
90
91 92