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
2326
$3K ﹤0.01%
63
2327
$3K ﹤0.01%
+100
2328
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36
2329
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110
2330
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106
2331
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67
2332
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+100
2333
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35
2334
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100
-399
2335
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310
2336
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225
2337
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42
-16
2338
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251
2339
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75
-1,623
2340
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617
2341
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25
2342
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+49
2343
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60
-4,309
2344
$3K ﹤0.01%
1,000
2345
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200
2346
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20
2347
$3K ﹤0.01%
78
2348
$3K ﹤0.01%
498
2349
$3K ﹤0.01%
350
2350
$3K ﹤0.01%
+100
92 93
94
95 96