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
276
$1.98M 0.05%
24,658
+3,700
277
$1.98M 0.05%
23,871
-12,455
278
$1.97M 0.05%
22,542
-88
279
$1.97M 0.05%
6,612
-1,011
280
$1.96M 0.05%
15,779
-5,084
281
$1.96M 0.05%
36,465
282
$1.95M 0.05%
26,940
-150
283
$1.94M 0.05%
18,222
+9,482
284
$1.94M 0.05%
8,441
-3,248
285
$1.93M 0.05%
9,100
-1,759
286
$1.93M 0.05%
26,411
-31,537
287
$1.92M 0.05%
84,239
-37,348
288
$1.92M 0.05%
30,115
-3,108
289
$1.92M 0.05%
28,861
-6,345
290
$1.91M 0.05%
16,194
-3,515
291
$1.82M 0.05%
25,133
-21,641
292
$1.82M 0.05%
16,643
-480
293
$1.82M 0.05%
71,847
+1,971
294
$1.76M 0.05%
103,858
-41,870
295
$1.75M 0.05%
56,715
-17,332
296
$1.74M 0.05%
12,687
-480
297
$1.73M 0.05%
37,744
-443
298
$1.73M 0.05%
10,415
+244
299
$1.72M 0.05%
16,967
-104
300
$1.7M 0.05%
12,839
-966
10 11
12
13 14