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
601
$460K 0.01%
12,069
+6,811
602
$458K 0.01%
34,100
-4,696
603
$458K 0.01%
8,089
604
$457K 0.01%
8,104
+3,760
605
$454K 0.01%
5,771
-987
606
$453K 0.01%
6,275
-69
607
$451K 0.01%
15,755
-39,429
608
$450K 0.01%
11,906
-18,350
609
$449K 0.01%
1,405
-188
610
$448K 0.01%
11,584
-109
611
$443K 0.01%
2,842
-3,430
612
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4,054
-3,212
613
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6,590
-14,272
614
$437K 0.01%
9,184
-47,019
615
$437K 0.01%
715
616
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1,854
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617
$432K 0.01%
8,128
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618
$432K 0.01%
4,039
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619
$432K 0.01%
363
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620
$431K 0.01%
2,810
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621
$428K 0.01%
3,881
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622
$428K 0.01%
11,723
623
$428K 0.01%
3,250
-193
624
$427K 0.01%
6,430
-84
625
$425K 0.01%
13,942
-4,106
23 24
25
26 27