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
426
$845K 0.02%
24,033
427
$841K 0.02%
12,202
+11,074
428
$840K 0.02%
19,981
-313
429
$839K 0.02%
7,829
-7,161
430
$836K 0.02%
3,674
-5,885
431
$832K 0.02%
12,839
-5,483
432
$827K 0.02%
7,502
+2,324
433
$826K 0.02%
32,222
-43,490
434
$819K 0.02%
13,415
+692
435
$819K 0.02%
8,980
+575
436
$815K 0.02%
23,050
+17,238
437
$814K 0.02%
8,299
-2,063
438
$813K 0.02%
13,771
-2,296
439
$809K 0.02%
5,350
-469
440
$807K 0.02%
14,031
-1,787
441
$800K 0.02%
20,699
-105
442
$795K 0.02%
6,644
-2,314
443
$793K 0.02%
19,730
444
$793K 0.02%
49,803
-1,324
445
$792K 0.02%
7,780
-21,193
446
$789K 0.02%
66,680
-143,411
447
$789K 0.02%
5,309
+569
448
$784K 0.02%
56,577
+202
449
$782K 0.02%
25,602
-260
450
$782K 0.02%
6,363
+3,869
16 17
18
19 20