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
701
$327K 0.01%
6,130
-3,361
702
$325K 0.01%
1,217
-684
703
$324K 0.01%
+10,300
704
$324K 0.01%
7,082
-32,198
705
$323K 0.01%
18,420
+17,720
706
$323K 0.01%
11,000
707
$322K 0.01%
3,880
-6,714
708
$321K 0.01%
2,446
-1,374
709
$317K 0.01%
21,798
-70,586
710
$317K 0.01%
13,472
-242
711
$316K 0.01%
3,696
-274
712
$314K 0.01%
5,468
-9,985
713
$313K 0.01%
787
-705
714
$313K 0.01%
+10,350
715
$312K 0.01%
3,398
+37
716
$312K 0.01%
9,344
-63,084
717
$311K 0.01%
10,682
-578
718
$310K 0.01%
4,292
+330
719
$310K 0.01%
6,735
-464
720
$309K 0.01%
1,277
-129
721
$306K 0.01%
1,300
-9,154
722
$305K 0.01%
559
-25,408
723
$305K 0.01%
1,346
-2,903
724
$301K 0.01%
2,202
-94
725
$300K 0.01%
+9,200
27 28
29
30 31