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
1026
$147K ﹤0.01%
2,327
-342
1027
$146K ﹤0.01%
7,852
-116
1028
$146K ﹤0.01%
1,744
-2,167
1029
$146K ﹤0.01%
412
+14
1030
$145K ﹤0.01%
93
-7
1031
$145K ﹤0.01%
905
-5,787
1032
$145K ﹤0.01%
1,205
+50
1033
$144K ﹤0.01%
4,520
-40,795
1034
$144K ﹤0.01%
6,138
-2,022
1035
$144K ﹤0.01%
1,814
-300
1036
$144K ﹤0.01%
11,000
-11,532
1037
$143K ﹤0.01%
2,090
-13
1038
$143K ﹤0.01%
2,179
-1,385
1039
$143K ﹤0.01%
8,325
1040
$143K ﹤0.01%
1,711
-10
1041
$142K ﹤0.01%
2,928
+670
1042
$142K ﹤0.01%
2,168
-16,996
1043
$142K ﹤0.01%
12,502
-11,482
1044
$142K ﹤0.01%
3,284
-512
1045
$141K ﹤0.01%
1,302
-859
1046
$141K ﹤0.01%
3,300
1047
$141K ﹤0.01%
829
-67
1048
$141K ﹤0.01%
3,410
-440
1049
$141K ﹤0.01%
4,680
1050
$141K ﹤0.01%
2,234
+193
40 41
42
43 44