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
51
$16.6M 0.44%
169,578
-93,705
52
$16.5M 0.44%
335,699
-72,391
53
$16.3M 0.44%
196,725
+90,301
54
$16.2M 0.43%
272,589
-35,004
55
$16.1M 0.43%
85,337
+45,609
56
$16.1M 0.43%
640,897
+114,729
57
$16M 0.43%
35,090
-1,667
58
$15.8M 0.42%
133,737
-17,380
59
$15.8M 0.42%
149,711
+1,936
60
$15.5M 0.41%
43,911
-14,980
61
$15.5M 0.41%
55,745
-2,807
62
$15.2M 0.41%
55,659
-16,118
63
$15M 0.4%
70,791
-11,602
64
$14.9M 0.4%
19,494
-702
65
$14.6M 0.39%
105,438
-4,415
66
$14.3M 0.38%
39,145
-4,514
67
$14.3M 0.38%
25,626
+20,972
68
$14.3M 0.38%
57,677
+29,941
69
$14.2M 0.38%
39,072
-1,700
70
$14.2M 0.38%
118,632
-13,292
71
$13.8M 0.37%
41,012
-6,332
72
$13.7M 0.37%
89,739
-14,157
73
$13.4M 0.36%
56,078
-6,127
74
$13.3M 0.36%
80,134
-1,547
75
$13.1M 0.35%
133,940
+8,100
1 2
3
4 5