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
401
$935K 0.03%
6,196
-612
402
$919K 0.02%
50,028
+18,516
403
$917K 0.02%
19,775
+28
404
$916K 0.02%
5,570
-101,092
405
$915K 0.02%
3,689
-159
406
$913K 0.02%
48,270
-1,566
407
$912K 0.02%
14,801
-498
408
$912K 0.02%
7,073
-109
409
$908K 0.02%
17,084
-453
410
$906K 0.02%
+25,850
411
$901K 0.02%
50,634
-15,498
412
$901K 0.02%
3,726
+836
413
$896K 0.02%
16,788
-3,329
414
$881K 0.02%
35,949
-1,793
415
$879K 0.02%
6,478
+2,079
416
$879K 0.02%
34,415
-1,717
417
$870K 0.02%
13,964
-493
418
$867K 0.02%
134,592
+2,426
419
$867K 0.02%
16,932
-7,582
420
$867K 0.02%
+12,319
421
$867K 0.02%
8,718
-559
422
$866K 0.02%
20,955
+3,924
423
$861K 0.02%
40,591
+16,594
424
$858K 0.02%
6,456
-3,789
425
$857K 0.02%
13,277
+14
15 16
17
18 19