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
951
$173K ﹤0.01%
9,300
+700
952
$173K ﹤0.01%
2,124
-9
953
$173K ﹤0.01%
3,387
954
$172K ﹤0.01%
3,674
955
$172K ﹤0.01%
+18,300
956
$172K ﹤0.01%
1,700
-151
957
$170K ﹤0.01%
1,562
-226
958
$170K ﹤0.01%
1,630
-1,340
959
$168K ﹤0.01%
3,036
-179
960
$168K ﹤0.01%
2,552
-677
961
$167K ﹤0.01%
3,740
+2,990
962
$165K ﹤0.01%
6,708
-13,930
963
$165K ﹤0.01%
9,300
+500
964
$165K ﹤0.01%
4,375
965
$165K ﹤0.01%
1,404
-1,117
966
$165K ﹤0.01%
589
-32,726
967
$165K ﹤0.01%
1,093
+28
968
$163K ﹤0.01%
6,152
+2,212
969
$163K ﹤0.01%
16,532
-15,545
970
$162K ﹤0.01%
3,218
+610
971
$162K ﹤0.01%
4,262
972
$162K ﹤0.01%
6,370
973
$162K ﹤0.01%
1,194
-410
974
$162K ﹤0.01%
5,783
-4,002
975
$161K ﹤0.01%
8,075
-2,975
37 38
39
40 41