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
226
$2.74M 0.07%
5,007
-46
227
$2.74M 0.07%
9,562
-5,884
228
$2.72M 0.07%
109,001
-2,352
229
$2.68M 0.07%
24,469
-409
230
$2.64M 0.07%
50,994
-13,174
231
$2.61M 0.07%
38,904
+2,065
232
$2.6M 0.07%
23,750
-579
233
$2.6M 0.07%
194,544
-20,014
234
$2.58M 0.07%
27,414
-6,672
235
$2.55M 0.07%
14,822
-81,659
236
$2.54M 0.07%
5,186
-1,502
237
$2.54M 0.07%
37,513
+1,802
238
$2.51M 0.07%
4,245
-86
239
$2.49M 0.07%
11,188
-3,164
240
$2.45M 0.07%
41,203
-27,148
241
$2.42M 0.06%
26,781
-932
242
$2.39M 0.06%
211,531
+2,180
243
$2.39M 0.06%
51,860
-12,071
244
$2.39M 0.06%
125,494
-24,122
245
$2.33M 0.06%
38,167
-5,868
246
$2.31M 0.06%
96,598
+25,702
247
$2.3M 0.06%
32,612
+14,991
248
$2.29M 0.06%
31,745
+838
249
$2.27M 0.06%
8,821
+803
250
$2.22M 0.06%
18,218
+106
8 9
10
11 12