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
26
$26.5M 0.71%
1,042,842
+188,071
27
$25.7M 0.69%
302,667
-40,586
28
$25.6M 0.68%
83,682
-25,405
29
$25.4M 0.68%
234,934
-12,636
30
$24.4M 0.65%
318,389
+51,775
31
$24.4M 0.65%
465,330
+26,546
32
$23.6M 0.63%
168,860
-24,160
33
$23.1M 0.62%
612,860
-121,697
34
$21M 0.56%
422,907
-28,857
35
$20.9M 0.56%
300,755
+11,602
36
$20.7M 0.55%
57,486
-3,870
37
$19.8M 0.53%
134,130
-3,488
38
$19.3M 0.52%
389,126
+129,640
39
$19.3M 0.52%
324,286
+305,688
40
$18.9M 0.51%
143,822
-17,702
41
$18.8M 0.5%
270,239
-88,674
42
$18.8M 0.5%
214,512
-29,083
43
$17.9M 0.48%
422,804
-12,301
44
$17.8M 0.48%
26,565
-2,708
45
$17.3M 0.46%
128,149
-26,610
46
$17.2M 0.46%
76,990
-19,460
47
$17.2M 0.46%
170,088
+19,900
48
$16.9M 0.45%
162,456
+83,322
49
$16.8M 0.45%
55,725
+313
50
$16.6M 0.45%
37,619
+23,255
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