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
1076
$130K ﹤0.01%
1,090
-45
1077
$129K ﹤0.01%
6,633
-3,090
1078
$129K ﹤0.01%
5,300
-240
1079
$128K ﹤0.01%
19,417
1080
$128K ﹤0.01%
972
-144
1081
$128K ﹤0.01%
1,515
-13,011
1082
$126K ﹤0.01%
3,548
+1,932
1083
$126K ﹤0.01%
23,700
+400
1084
$126K ﹤0.01%
12,575
+53
1085
$126K ﹤0.01%
10,000
1086
$125K ﹤0.01%
3,070
1087
$125K ﹤0.01%
2,000
1088
$125K ﹤0.01%
1,486
-2,732
1089
$125K ﹤0.01%
13,337
-2,280
1090
$125K ﹤0.01%
683
-25
1091
$124K ﹤0.01%
4,094
-155
1092
$124K ﹤0.01%
6,183
-650
1093
$124K ﹤0.01%
372
+31
1094
$124K ﹤0.01%
3,417
-5,145
1095
$123K ﹤0.01%
1,228
1096
$123K ﹤0.01%
7,384
+1,082
1097
$123K ﹤0.01%
+3,702
1098
$123K ﹤0.01%
2,169
-1,400
1099
$123K ﹤0.01%
4,832
-4,085
1100
$123K ﹤0.01%
10,000
42 43
44
45 46