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
126
$7.26M 0.19%
87,153
+1,216
127
$6.97M 0.19%
32,832
-10,957
128
$6.86M 0.18%
183,080
-47,230
129
$6.77M 0.18%
53,164
-22,124
130
$6.77M 0.18%
239,505
+25,528
131
$6.71M 0.18%
61,877
-3,518
132
$6.63M 0.18%
63,414
-1,968
133
$6.54M 0.18%
83,016
+4,953
134
$6.45M 0.17%
38,556
-12,522
135
$6.45M 0.17%
84,971
+24,693
136
$6.28M 0.17%
76,500
-15,740
137
$6.15M 0.16%
63,555
-10,490
138
$6.09M 0.16%
36,202
-49,044
139
$5.94M 0.16%
+20,638
140
$5.79M 0.15%
33,321
-1,252
141
$5.78M 0.15%
124,701
+7,400
142
$5.71M 0.15%
220,466
-6,556
143
$5.68M 0.15%
68,977
+9,125
144
$5.64M 0.15%
202,129
+18,126
145
$5.64M 0.15%
68,742
-10,350
146
$5.63M 0.15%
110,563
-57,138
147
$5.62M 0.15%
108,956
-6,295
148
$5.42M 0.15%
133,699
-42,721
149
$5.18M 0.14%
47,244
-1,929
150
$5.17M 0.14%
125,540
-300,734
4 5
6
7 8