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
76
$13M 0.35%
26,118
+24,012
77
$12.6M 0.34%
171,736
-4,991
78
$12.1M 0.32%
49,199
-5,410
79
$11.9M 0.32%
157,202
-35,950
80
$11.9M 0.32%
76,513
-4,780
81
$11.8M 0.32%
86,502
-142,424
82
$11.8M 0.32%
89,054
-2,090
83
$11.7M 0.31%
256,320
-36,360
84
$11.7M 0.31%
232,594
+18,248
85
$11.5M 0.31%
47,199
-10,006
86
$11.1M 0.3%
62,743
-19,590
87
$11.1M 0.3%
22,052
+21,583
88
$11M 0.29%
162,795
+162,723
89
$10.9M 0.29%
115,041
-10,676
90
$10.9M 0.29%
79,698
+77,679
91
$10.7M 0.29%
127,245
+93,739
92
$10.7M 0.29%
139,450
+6,351
93
$10.7M 0.29%
81,444
-10,673
94
$10.6M 0.28%
117,713
+115,927
95
$10.5M 0.28%
70,510
-8,104
96
$10.5M 0.28%
195,120
-14,940
97
$10.4M 0.28%
65,820
-18,123
98
$10.3M 0.28%
30,881
+30,846
99
$9.96M 0.27%
17,779
-2,543
100
$9.95M 0.27%
128,050
+2,516
2 3
4
5 6