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
326
$1.38M 0.04%
6,068
+1,361
327
$1.37M 0.04%
10,088
+93
328
$1.36M 0.04%
6,646
-5,967
329
$1.36M 0.04%
45,874
+4
330
$1.34M 0.04%
44,103
331
$1.34M 0.04%
13,048
-961
332
$1.33M 0.04%
93,376
+13,320
333
$1.33M 0.04%
51,715
+8,287
334
$1.33M 0.04%
18,564
-301
335
$1.32M 0.04%
18,997
+1,682
336
$1.31M 0.04%
11,252
-1,949
337
$1.3M 0.03%
53,373
-7,651
338
$1.3M 0.03%
30,105
-1,536
339
$1.29M 0.03%
4,965
+187
340
$1.29M 0.03%
26,583
341
$1.28M 0.03%
41,914
+33
342
$1.26M 0.03%
6,830
-2,522
343
$1.26M 0.03%
34,226
-8,553
344
$1.25M 0.03%
72,353
+14,130
345
$1.25M 0.03%
23,883
-1,455
346
$1.24M 0.03%
22,829
-252
347
$1.24M 0.03%
39,780
+5,449
348
$1.24M 0.03%
16,639
-15,986
349
$1.24M 0.03%
8,722
+123
350
$1.24M 0.03%
17,998
-2,808
12 13
14
15 16