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
451
$778K 0.02%
3,361
-35
452
$769K 0.02%
22,715
-6,154
453
$768K 0.02%
15,205
+5,015
454
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455
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14,929
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456
$761K 0.02%
57,912
-7,581
457
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10,023
-1,190
458
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8,761
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459
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11,797
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460
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9,510
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461
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462
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463
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5,265
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464
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465
$744K 0.02%
12,728
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466
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16,470
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467
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468
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470
$727K 0.02%
3,034
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471
$726K 0.02%
29,580
-4,216
472
$718K 0.02%
85,471
-126
473
$707K 0.02%
5,387
-3,127
474
$707K 0.02%
4,570
-2,072
475
$707K 0.02%
4,381
-742
17 18
19
20 21