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
351
$1.22M 0.03%
13,617
-380
352
$1.22M 0.03%
21,926
-374
353
$1.2M 0.03%
3,473
-1,283
354
$1.2M 0.03%
21,451
-319
355
$1.2M 0.03%
30,866
+18,617
356
$1.2M 0.03%
41,311
357
$1.17M 0.03%
30,173
-3,951
358
$1.16M 0.03%
14,651
-487
359
$1.15M 0.03%
16,196
-295
360
$1.15M 0.03%
41,283
361
$1.15M 0.03%
42,224
+172
362
$1.15M 0.03%
16,750
-5,865
363
$1.14M 0.03%
34,461
-1,674
364
$1.12M 0.03%
65,397
-2,843
365
$1.11M 0.03%
18,302
-7,153
366
$1.11M 0.03%
54,762
+743
367
$1.11M 0.03%
8,985
-942
368
$1.11M 0.03%
14,303
+422
369
$1.1M 0.03%
25,190
-22,168
370
$1.1M 0.03%
6,773
-164
371
$1.09M 0.03%
25,439
-722
372
$1.09M 0.03%
20,779
-6,308
373
$1.08M 0.03%
+15,404
374
$1.07M 0.03%
7,198
-2,246
375
$1.06M 0.03%
29,842
+2,716
13 14
15
16 17