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
676
$352K 0.01%
9,298
-1,481
677
$351K 0.01%
18,222
+69
678
$350K 0.01%
788
-6
679
$349K 0.01%
2,282
-4,623
680
$348K 0.01%
6,145
-320
681
$345K 0.01%
12,048
-5,997
682
$344K 0.01%
44,540
683
$342K 0.01%
8,105
-1,059
684
$339K 0.01%
4,021
-3,828
685
$338K 0.01%
8,821
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686
$337K 0.01%
10,601
-197
687
$337K 0.01%
6,756
-766
688
$337K 0.01%
14,300
-800
689
$337K 0.01%
10,500
690
$337K 0.01%
4,467
691
$336K 0.01%
2,845
-3,434
692
$334K 0.01%
1,026
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693
$334K 0.01%
22,549
+2
694
$333K 0.01%
9,185
-852
695
$332K 0.01%
15,250
696
$332K 0.01%
7,000
697
$331K 0.01%
5,333
-317
698
$330K 0.01%
2,379
-1,179
699
$329K 0.01%
25,220
-1,932
700
$327K 0.01%
3,136
+2,600
26 27
28
29 30