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
1151
$103K ﹤0.01%
826
+39
1152
$103K ﹤0.01%
14,871
-75,952
1153
$103K ﹤0.01%
496
+413
1154
$102K ﹤0.01%
23
+3
1155
$102K ﹤0.01%
1,719
-9,987
1156
$102K ﹤0.01%
1,378
1157
$102K ﹤0.01%
14,442
-458
1158
$102K ﹤0.01%
6,240
+180
1159
$102K ﹤0.01%
4,017
+8
1160
$101K ﹤0.01%
8,636
-153
1161
$101K ﹤0.01%
1,388
-236
1162
$100K ﹤0.01%
1,239
-160,415
1163
$100K ﹤0.01%
2,739
-8
1164
$99K ﹤0.01%
227
-16,564
1165
$99K ﹤0.01%
3,021
+2,274
1166
$99K ﹤0.01%
8,475
1167
$99K ﹤0.01%
11,260
-1,987
1168
$98K ﹤0.01%
1,953
-819
1169
$98K ﹤0.01%
326,629
+70,150
1170
$97K ﹤0.01%
1,801
-1,038
1171
$97K ﹤0.01%
749
+235
1172
$97K ﹤0.01%
798
-150
1173
$97K ﹤0.01%
1,155
1174
$97K ﹤0.01%
3,100
1175
$96K ﹤0.01%
3,481
+20
45 46
47
48 49