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
526
$578K 0.02%
5,695
-1,080
527
$576K 0.02%
2,761
-92
528
$575K 0.02%
12,152
529
$571K 0.02%
9,692
-37,685
530
$568K 0.02%
17,633
+6,448
531
$568K 0.02%
27,024
+597
532
$568K 0.02%
6,578
-4,351
533
$564K 0.02%
1,842
-1,659
534
$564K 0.02%
3,681
535
$563K 0.02%
2,263
-140
536
$563K 0.02%
3,042
+305
537
$560K 0.02%
2,618
-6,318
538
$560K 0.02%
1,454
+216
539
$560K 0.02%
15,230
+1,435
540
$556K 0.01%
3,562
-4
541
$555K 0.01%
6,283
+89
542
$554K 0.01%
2,580
-2,856
543
$553K 0.01%
10,646
-2,460
544
$552K 0.01%
4,172
-2,284
545
$550K 0.01%
1,937
+223
546
$547K 0.01%
5,576
-9
547
$544K 0.01%
4,910
+409
548
$544K 0.01%
19,293
+516
549
$543K 0.01%
2,172
+27
550
$541K 0.01%
11,789
+313
20 21
22
23 24