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
2251
$5K ﹤0.01%
304
+4
2252
$5K ﹤0.01%
500
-100
2253
$5K ﹤0.01%
100
2254
$5K ﹤0.01%
42
-85,439
2255
$5K ﹤0.01%
8
-25
2256
$5K ﹤0.01%
80
2257
$5K ﹤0.01%
101
2258
$5K ﹤0.01%
126
-135
2259
$5K ﹤0.01%
564
2260
$5K ﹤0.01%
4,000
2261
$5K ﹤0.01%
144
2262
$4K ﹤0.01%
200
2263
$4K ﹤0.01%
300
2264
$4K ﹤0.01%
200
-23,966
2265
$4K ﹤0.01%
138
-42
2266
$4K ﹤0.01%
74
-3,197
2267
$4K ﹤0.01%
39
2268
$4K ﹤0.01%
56
-2,764
2269
$4K ﹤0.01%
200
-17
2270
$4K ﹤0.01%
151
+1
2271
$4K ﹤0.01%
84
2272
$4K ﹤0.01%
58
-10
2273
$4K ﹤0.01%
49
-516
2274
$4K ﹤0.01%
927
2275
$4K ﹤0.01%
80
-500
89 90
91
92 93