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
1126
$112K ﹤0.01%
3,873
-14,420
1127
$111K ﹤0.01%
16,502
-84,973
1128
– –
0
1129
$110K ﹤0.01%
2,400
1130
$110K ﹤0.01%
1,195
+66
1131
$110K ﹤0.01%
2,200
1132
$108K ﹤0.01%
340
-61
1133
$108K ﹤0.01%
1,868
1134
$108K ﹤0.01%
1,900
-1,068
1135
$108K ﹤0.01%
1,406
-70
1136
$108K ﹤0.01%
1,150
-52
1137
$108K ﹤0.01%
764
1138
$107K ﹤0.01%
9,536
1139
$107K ﹤0.01%
1,717
+342
1140
$107K ﹤0.01%
1,808
-608
1141
$107K ﹤0.01%
5,837
1142
$106K ﹤0.01%
5,413
1143
$106K ﹤0.01%
2,108
-2,025
1144
$106K ﹤0.01%
1,214
-171
1145
$105K ﹤0.01%
12,908
+3
1146
$105K ﹤0.01%
+2,361
1147
$105K ﹤0.01%
3,163
-9,955
1148
$105K ﹤0.01%
2,276
-114
1149
$105K ﹤0.01%
19,821
+1,982
1150
$104K ﹤0.01%
627
-165
44 45
46
47 48