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
826
$233K 0.01%
2,270
-8,758
827
$232K 0.01%
6,874
-405,859
828
$232K 0.01%
10,515
829
$232K 0.01%
1,538
-6,333
830
$231K 0.01%
7,364
-476
831
$231K 0.01%
6,115
-20
832
$230K 0.01%
18,906
833
$230K 0.01%
2,140
-309
834
$228K 0.01%
4,680
-700
835
$228K 0.01%
3,979
-58
836
$226K 0.01%
1,544
-18
837
$226K 0.01%
1,079
-410
838
$226K 0.01%
4,840
-1,195
839
$225K 0.01%
4,320
-2,410
840
$224K 0.01%
2,655
841
$224K 0.01%
1,299
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842
$224K 0.01%
1,135
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843
$223K 0.01%
5,556
844
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3,900
-2,461
845
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+1,962
846
$222K 0.01%
2,592
-2,900
847
$221K 0.01%
1,350
+882
848
$221K 0.01%
4,144
+294
849
$220K 0.01%
3,249
-312
850
$220K 0.01%
19,535
-97,535
32 33
34
35 36