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
751
$277K 0.01%
6,874
+584
752
$276K 0.01%
9,300
753
$276K 0.01%
1,795
-341
754
$275K 0.01%
8,565
755
$275K 0.01%
2,148
-314
756
$274K 0.01%
44,040
+19,724
757
$273K 0.01%
5,317
-9,720
758
$273K 0.01%
5,776
+21
759
$273K 0.01%
1,516
+428
760
$272K 0.01%
6,556
-4,747
761
$272K 0.01%
658
-23,051
762
$271K 0.01%
23,280
-5,100
763
$271K 0.01%
7,936
-11,823
764
$270K 0.01%
2,257
+1,526
765
$270K 0.01%
7,814
-13,280
766
$268K 0.01%
1,929
-3,781
767
$268K 0.01%
2,897
-50
768
$267K 0.01%
2,784
+158
769
$267K 0.01%
18,253
+622
770
$267K 0.01%
14,390
+8,967
771
$265K 0.01%
5,941
772
$265K 0.01%
5,100
+1,990
773
$264K 0.01%
19,119
-2,450
774
$264K 0.01%
2,552
-485
775
$263K 0.01%
49,671
+2,129
29 30
31
32 33