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
976
$161K ﹤0.01%
2,618
-1,020
977
$161K ﹤0.01%
12,332
-6,623
978
$160K ﹤0.01%
1,886
979
$160K ﹤0.01%
6,298
+10
980
$160K ﹤0.01%
6,562
981
$159K ﹤0.01%
2,534
-5,601
982
$159K ﹤0.01%
2,271
-2,633
983
$159K ﹤0.01%
2,218
-29
984
$159K ﹤0.01%
5,248
-5,226
985
$158K ﹤0.01%
13,257
986
$158K ﹤0.01%
3,105
-184
987
$158K ﹤0.01%
148,800
+23,000
988
$158K ﹤0.01%
14,610
+273
989
$157K ﹤0.01%
3,496
-270
990
$156K ﹤0.01%
753
-106
991
$156K ﹤0.01%
3,774
+583
992
$156K ﹤0.01%
760
+166
993
$156K ﹤0.01%
2,639
+2,112
994
$155K ﹤0.01%
3,521
-7,603
995
$155K ﹤0.01%
1,800
+1,617
996
$154K ﹤0.01%
8,330
-618
997
$154K ﹤0.01%
2,065
-38
998
$154K ﹤0.01%
2,551
-42
999
$154K ﹤0.01%
236
-63
1000
$153K ﹤0.01%
3,012
38 39
40
41 42