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
1051
$140K ﹤0.01%
5,075
-374
1052
$139K ﹤0.01%
5,305
-719
1053
$139K ﹤0.01%
1,623
-219
1054
$138K ﹤0.01%
2,465
-5,657
1055
$138K ﹤0.01%
23,813
-5,228
1056
$138K ﹤0.01%
4,557
-580
1057
$138K ﹤0.01%
500
1058
$137K ﹤0.01%
25,046
-31,649
1059
$136K ﹤0.01%
547
-356
1060
$136K ﹤0.01%
5,943
-366
1061
$135K ﹤0.01%
17,384
-1,124
1062
$135K ﹤0.01%
18,069
+434
1063
$135K ﹤0.01%
26,616
-264
1064
$134K ﹤0.01%
4,964
+4,600
1065
$134K ﹤0.01%
30
-28
1066
$133K ﹤0.01%
9,230
-1,500
1067
$133K ﹤0.01%
2,027
+200
1068
$133K ﹤0.01%
3,706
-8,413
1069
$132K ﹤0.01%
3,914
-440
1070
$132K ﹤0.01%
2,274
-1,043
1071
$132K ﹤0.01%
1,114
-143
1072
$131K ﹤0.01%
9,178
1073
$131K ﹤0.01%
7,453
+168
1074
$131K ﹤0.01%
2,503
+703
1075
$131K ﹤0.01%
4,340
41 42
43
44 45