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
1101
$122K ﹤0.01%
2,757
-1,364
1102
$122K ﹤0.01%
935
-776
1103
$122K ﹤0.01%
763
-1,532
1104
$120K ﹤0.01%
450
+5
1105
$120K ﹤0.01%
8,625
1106
$120K ﹤0.01%
1,588
-2,159
1107
$119K ﹤0.01%
910
-283
1108
$118K ﹤0.01%
94,000
+38,000
1109
$118K ﹤0.01%
7,908
-1,117
1110
$118K ﹤0.01%
1,534
+1
1111
$118K ﹤0.01%
5,357
-1,805
1112
$116K ﹤0.01%
3,674
+840
1113
$116K ﹤0.01%
2,244
+1,042
1114
$115K ﹤0.01%
+11,170
1115
$115K ﹤0.01%
3,104
-218,864
1116
$115K ﹤0.01%
2,175
1117
$115K ﹤0.01%
2,027
-1,190
1118
$114K ﹤0.01%
4,876
+771
1119
$113K ﹤0.01%
1,473
+115
1120
$113K ﹤0.01%
1,153
-33
1121
$113K ﹤0.01%
2,689
-2,658
1122
$113K ﹤0.01%
3,555
1123
$112K ﹤0.01%
3,417
-11,924
1124
$112K ﹤0.01%
272
-21
1125
$112K ﹤0.01%
8,571
-3,755
43 44
45
46 47