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
501
$639K 0.02%
3,084
-1,027
502
$636K 0.02%
2,339
-42,374
503
$636K 0.02%
4,113
+3,278
504
$636K 0.02%
3,246
-204
505
$633K 0.02%
5,805
-220
506
$631K 0.02%
2,754
-1,348
507
$631K 0.02%
4,494
-221
508
$630K 0.02%
12,892
+196
509
$630K 0.02%
11,338
-3,434
510
$629K 0.02%
+19,500
511
$623K 0.02%
10,689
-77
512
$621K 0.02%
22,508
+21,830
513
$619K 0.02%
28,149
-2,760
514
$616K 0.02%
25,554
+1,385
515
$609K 0.02%
46,840
-9,781
516
$603K 0.02%
32,232
-1,512
517
$599K 0.02%
2,795
-619
518
$591K 0.02%
18,857
+1,074
519
$590K 0.02%
20,176
-4,121
520
$589K 0.02%
21,206
+5,265
521
$588K 0.02%
7,643
-1,971
522
$586K 0.02%
4,194
-3,815
523
$583K 0.02%
10,090
-55
524
$583K 0.02%
3,532
-3,643
525
$579K 0.02%
5,979
+117
19 20
21
22 23