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
376
$1.06M 0.03%
6,083
-69
377
$1.05M 0.03%
6,947
-889
378
$1.05M 0.03%
19,212
+26
379
$1.05M 0.03%
34,878
380
$1.05M 0.03%
27,417
+16,070
381
$1.04M 0.03%
8,777
-4,315
382
$1.03M 0.03%
19,394
+106
383
$1.02M 0.03%
3,589
-58,449
384
$1.01M 0.03%
94,069
+22,489
385
$1.01M 0.03%
20,335
+5,466
386
$1M 0.03%
21,296
-14,030
387
$1M 0.03%
4,800
-50
388
$996K 0.03%
4,518
+4,486
389
$994K 0.03%
5,439
-228
390
$994K 0.03%
20,250
-215
391
$991K 0.03%
24,242
-17,236
392
$989K 0.03%
36,969
-232
393
$984K 0.03%
14,989
-133
394
$977K 0.03%
25,890
+591
395
$971K 0.03%
4,480
+1,360
396
$969K 0.03%
42,286
-124
397
$965K 0.03%
15,756
+6,121
398
$962K 0.03%
2,000
-202
399
$959K 0.03%
10,877
-465
400
$936K 0.03%
18,646
14 15
16
17 18