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
626
$424K 0.01%
12,435
-34
627
$421K 0.01%
11,006
628
$421K 0.01%
21,546
-2,822
629
$412K 0.01%
4,914
630
$411K 0.01%
12,122
-252
631
$410K 0.01%
3,098
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632
$407K 0.01%
6,313
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633
$404K 0.01%
4,043
-3,536
634
$399K 0.01%
8,876
635
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10,788
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636
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4,550
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637
$396K 0.01%
6,452
638
$395K 0.01%
15,735
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639
$394K 0.01%
1,920
-951
640
$394K 0.01%
10,522
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641
$394K 0.01%
5,633
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642
$394K 0.01%
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643
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3,926
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644
$392K 0.01%
19,936
-7,802
645
$391K 0.01%
22,600
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646
$388K 0.01%
4,293
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647
$387K 0.01%
1,627
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648
$383K 0.01%
6,668
-3,596
649
$382K 0.01%
10,434
-282
650
$382K 0.01%
7,976
24 25
26
27 28