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
176
$4.11M 0.11%
20,308
-217
177
$4.1M 0.11%
11,217
-24,266
178
$4.07M 0.11%
38,802
+11,029
179
$3.95M 0.11%
34,027
-420
180
$3.95M 0.11%
82,909
-3,975
181
$3.92M 0.11%
23,645
-711
182
$3.9M 0.1%
26,087
+9
183
$3.9M 0.1%
20,346
-4,776
184
$3.89M 0.1%
69,763
-16,592
185
$3.77M 0.1%
14,507
-437
186
$3.75M 0.1%
14,906
-3,808
187
$3.73M 0.1%
63,986
-3,493
188
$3.71M 0.1%
34,558
-2,713
189
$3.7M 0.1%
42,762
+375
190
$3.67M 0.1%
15,188
-6,694
191
$3.6M 0.1%
76,885
-9,517
192
$3.6M 0.1%
42,332
-7,457
193
$3.55M 0.1%
29,334
-7,007
194
$3.54M 0.09%
42,524
+5,248
195
$3.5M 0.09%
61,860
+14,517
196
$3.48M 0.09%
101,388
+15,860
197
$3.44M 0.09%
15,354
-3,582
198
$3.4M 0.09%
15,878
-781
199
$3.4M 0.09%
33,569
+1,804
200
$3.4M 0.09%
40,524
+5,537
6 7
8
9 10