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
776
$263K 0.01%
7,375
-3,006
777
$261K 0.01%
8,900
778
$260K 0.01%
4,982
+191
779
$259K 0.01%
12,251
+245
780
$258K 0.01%
19,596
-7,630
781
$258K 0.01%
2,490
-1,042
782
$257K 0.01%
1,508
-315
783
$256K 0.01%
4,000
-561
784
$254K 0.01%
11,393
+18
785
$254K 0.01%
766
+721
786
$253K 0.01%
8,748
+4,116
787
$253K 0.01%
3,386
-150
788
$252K 0.01%
4,262
-1,653
789
$252K 0.01%
6,651
+5,796
790
$251K 0.01%
7,966
-39,795
791
$251K 0.01%
8,296
-8,219
792
$251K 0.01%
13,269
793
$250K 0.01%
8,430
-722
794
$249K 0.01%
6,733
795
$249K 0.01%
2,286
-59
796
$248K 0.01%
2,842
-455
797
$248K 0.01%
6,000
798
$248K 0.01%
3,125
-5
799
$247K 0.01%
8,465
-1,477
800
$246K 0.01%
2,916
-1,133
30 31
32
33 34