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
551
$540K 0.01%
6,004
+2,474
552
$539K 0.01%
6,631
-1,700
553
$538K 0.01%
24,987
-2,427
554
$538K 0.01%
6,338
+604
555
$537K 0.01%
7,083
-11,035
556
$535K 0.01%
16,620
-3,247
557
$534K 0.01%
15,308
558
$531K 0.01%
18,065
-7,579
559
$526K 0.01%
20,934
+7,468
560
$526K 0.01%
13,320
-6,700
561
$524K 0.01%
19,608
+15,524
562
$523K 0.01%
19,683
+6,645
563
$519K 0.01%
9,440
-657
564
$517K 0.01%
3,828
+8
565
$514K 0.01%
21,559
-811
566
$513K 0.01%
14,590
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567
$510K 0.01%
35,496
+27,790
568
$509K 0.01%
9,356
-2,027
569
$508K 0.01%
25,425
+17,212
570
$506K 0.01%
10,630
-654
571
$505K 0.01%
7,335
+1,821
572
$505K 0.01%
54,730
+18,802
573
$502K 0.01%
2,362
-639
574
$501K 0.01%
6,792
-688
575
$501K 0.01%
3,822
-1,278
21 22
23
24 25