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
251
$2.21M 0.06%
9,170
+2,152
252
$2.18M 0.06%
11,673
+2,583
253
$2.18M 0.06%
19,667
-11,443
254
$2.18M 0.06%
31,504
-132,540
255
$2.18M 0.06%
55,018
+17,788
256
$2.18M 0.06%
44,503
-232
257
$2.16M 0.06%
44,920
-7,255
258
$2.15M 0.06%
20,877
-997
259
$2.13M 0.06%
120,280
-104,540
260
$2.13M 0.06%
24,768
+9,913
261
$2.12M 0.06%
43,220
-4,068
262
$2.12M 0.06%
4
263
$2.1M 0.06%
37,129
+490
264
$2.1M 0.06%
108,500
+2,816
265
$2.1M 0.06%
6,394
-5,676
266
$2.09M 0.06%
13,210
-270
267
$2.09M 0.06%
79,311
-178,110
268
$2.06M 0.06%
54,587
+75
269
$2.04M 0.05%
24,109
-3,663
270
$2.02M 0.05%
21,311
-13,518
271
$2.01M 0.05%
18,022
-9,352
272
$1.99M 0.05%
10,861
-1,379
273
$1.99M 0.05%
40,865
-7,624
274
$1.98M 0.05%
24,975
-1,409
275
$1.98M 0.05%
37,687
-22,117
9 10
11
12 13