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
301
$1.7M 0.05%
80,902
-9,580
302
$1.69M 0.05%
28,733
-46
303
$1.65M 0.04%
17,911
-302
304
$1.6M 0.04%
31,955
+4,452
305
$1.58M 0.04%
21,191
-1,581
306
$1.58M 0.04%
11,669
+7,774
307
$1.57M 0.04%
60,120
+56,653
308
$1.57M 0.04%
31,634
+268
309
$1.56M 0.04%
6,509
-676
310
$1.55M 0.04%
17,003
+66
311
$1.55M 0.04%
23,284
+2,983
312
$1.54M 0.04%
59,736
-69,554
313
$1.53M 0.04%
11,910
-6,840
314
$1.51M 0.04%
23,997
-665
315
$1.51M 0.04%
48,892
+25,816
316
$1.51M 0.04%
9,340
-139
317
$1.49M 0.04%
14,295
+510
318
$1.49M 0.04%
24,975
-4,775
319
$1.45M 0.04%
61,119
+14,718
320
$1.45M 0.04%
31,770
-6,693
321
$1.42M 0.04%
3,407
-243
322
$1.4M 0.04%
10,297
-1,301
323
$1.4M 0.04%
7,927
-1,059
324
$1.39M 0.04%
12,436
-21,217
325
$1.38M 0.04%
21,962
-7,203
11 12
13
14 15