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
101
$9.94M 0.27%
38,059
+35,416
102
$9.9M 0.27%
25,335
+24,018
103
$9.89M 0.26%
4,833
-124
104
$9.87M 0.26%
86,513
+83,706
105
$9.86M 0.26%
60,790
-16,109
106
$9.85M 0.26%
107,478
-2,967
107
$9.81M 0.26%
288,641
+5,086
108
$9.69M 0.26%
106,967
-34,505
109
$9.66M 0.26%
53,941
+49,209
110
$9.55M 0.26%
228,893
-7,762
111
$9.41M 0.25%
53,539
-9,111
112
$9.36M 0.25%
67,736
-12,527
113
$9.29M 0.25%
179,532
-88,003
114
$9.24M 0.25%
22,510
-2,915
115
$9.24M 0.25%
118,620
+2,198
116
$9.1M 0.24%
147,288
+17,860
117
$8.83M 0.24%
82,864
-2,728
118
$8.74M 0.23%
34,956
-2,610
119
$8.58M 0.23%
52,720
-14,388
120
$8.2M 0.22%
45,375
-4,394
121
$8.19M 0.22%
35,233
-4,081
122
$7.66M 0.21%
22,089
+14,444
123
$7.46M 0.2%
17,607
-749
124
$7.31M 0.2%
115,240
-1,560
125
$7.29M 0.2%
44,895
-2,489
3 4
5
6 7