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
851
$220K 0.01%
19,830
-500
852
$219K 0.01%
1,612
-308
853
$219K 0.01%
5,641
+350
854
$219K 0.01%
2,346
-311
855
$217K 0.01%
16,479
856
$217K 0.01%
10,061
-489
857
$217K 0.01%
4,500
858
$216K 0.01%
1,025
-1,334
859
$216K 0.01%
6,223
-2,544
860
$216K 0.01%
3,496
+34
861
$216K 0.01%
19,889
-40,448
862
$215K 0.01%
14,177
+1
863
$215K 0.01%
5,062
864
$214K 0.01%
14,637
-2,982
865
$213K 0.01%
958
-2,668
866
$213K 0.01%
4,637
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867
$213K 0.01%
451
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$213K 0.01%
4,849
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869
$212K 0.01%
11,640
-284
870
$212K 0.01%
8,499
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871
$210K 0.01%
3,274
872
$210K 0.01%
7,139
-1,804
873
$210K 0.01%
15,564
874
$209K 0.01%
8,332
-13,761
875
$209K 0.01%
4,038
-119
33 34
35
36 37