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
2351
$3K ﹤0.01%
23
-37
2352
$3K ﹤0.01%
+100
2353
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64
+39
2354
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55
2355
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50
2356
$3K ﹤0.01%
300
2357
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168
+64
2358
$3K ﹤0.01%
400
2359
$3K ﹤0.01%
50
2360
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66
2361
$3K ﹤0.01%
421
-2,209
2362
$3K ﹤0.01%
101
+1
2363
$3K ﹤0.01%
333
2364
$2K ﹤0.01%
100
2365
$2K ﹤0.01%
16
2366
$2K ﹤0.01%
211
-1,835
2367
$2K ﹤0.01%
75
-1,295
2368
$2K ﹤0.01%
415
2369
$2K ﹤0.01%
106
2370
$2K ﹤0.01%
15
-15
2371
$2K ﹤0.01%
140
2372
$2K ﹤0.01%
66
-84
2373
$2K ﹤0.01%
50
2374
$2K ﹤0.01%
144
-183
2375
$2K ﹤0.01%
42
93 94
95
96 97