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
1001
$153K ﹤0.01%
2,353
1002
$153K ﹤0.01%
4,710
-44
1003
$153K ﹤0.01%
3,372
-2,414
1004
$152K ﹤0.01%
5,690
+29
1005
$152K ﹤0.01%
2,209
-241
1006
$152K ﹤0.01%
2,192
1007
$151K ﹤0.01%
1,260
-4,255
1008
$151K ﹤0.01%
3,081
-1,486
1009
$151K ﹤0.01%
3,461
-970
1010
$151K ﹤0.01%
14,053
-1,089
1011
$151K ﹤0.01%
9,910
+616
1012
$150K ﹤0.01%
12,329
-7,000
1013
$150K ﹤0.01%
1,836
-56
1014
$150K ﹤0.01%
2,212
+1,716
1015
$150K ﹤0.01%
7,886
+114
1016
$149K ﹤0.01%
8,282
-2,012
1017
$149K ﹤0.01%
657
-22
1018
$149K ﹤0.01%
822
-2,015
1019
$149K ﹤0.01%
2,755
-14
1020
$148K ﹤0.01%
1,373
-126
1021
$148K ﹤0.01%
2,518
-3,734
1022
$148K ﹤0.01%
2,638
-107
1023
$147K ﹤0.01%
610
-577
1024
$147K ﹤0.01%
4,065
+899
1025
$147K ﹤0.01%
6,975
+1,275
39 40
41
42 43