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
926
$187K 0.01%
4,217
-17,251
927
$187K 0.01%
2,683
-1,452
928
$187K 0.01%
1,185
-89
929
$186K 0.01%
20,533
+5
930
$184K ﹤0.01%
6,350
-750
931
$184K ﹤0.01%
24,117
+12,484
932
$183K ﹤0.01%
2,010
-305
933
$181K ﹤0.01%
+4,998
934
$181K ﹤0.01%
1,917
-15
935
$181K ﹤0.01%
+7,500
936
$180K ﹤0.01%
6,841
937
$180K ﹤0.01%
4,489
-1,890
938
$179K ﹤0.01%
1,709
-6,781
939
$179K ﹤0.01%
3,275
940
$178K ﹤0.01%
2,232
+1,227
941
$177K ﹤0.01%
12,331
942
$177K ﹤0.01%
3,252
943
$177K ﹤0.01%
2,133
-1,185
944
$176K ﹤0.01%
2,166
-800
945
$175K ﹤0.01%
926
-8
946
$175K ﹤0.01%
2,717
-535
947
$175K ﹤0.01%
9,188
-10,931
948
$174K ﹤0.01%
716
-9
949
$174K ﹤0.01%
2,770
+542
950
$173K ﹤0.01%
4,249
-1,261
36 37
38
39 40