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
2301
$4K ﹤0.01%
400
+50
2302
$4K ﹤0.01%
330
2303
$4K ﹤0.01%
480
-100
2304
$4K ﹤0.01%
83
2305
$4K ﹤0.01%
47
-11
2306
$4K ﹤0.01%
300
2307
$3K ﹤0.01%
300
2308
$3K ﹤0.01%
150
-150
2309
$3K ﹤0.01%
118
2310
$3K ﹤0.01%
130
2311
$3K ﹤0.01%
74
-500
2312
$3K ﹤0.01%
49
-85
2313
$3K ﹤0.01%
100
-700
2314
$3K ﹤0.01%
20
-50
2315
$3K ﹤0.01%
8
2316
$3K ﹤0.01%
710
2317
$3K ﹤0.01%
90
2318
$3K ﹤0.01%
614
2319
$3K ﹤0.01%
40
+8
2320
$3K ﹤0.01%
850
2321
$3K ﹤0.01%
100
-18,375
2322
$3K ﹤0.01%
330
2323
$3K ﹤0.01%
+45
2324
$3K ﹤0.01%
200
2325
$3K ﹤0.01%
179
91 92
93
94 95