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
201
$3.36M 0.09%
33,571
-18,037
202
$3.32M 0.09%
28,576
-14,545
203
$3.21M 0.09%
16,497
-3,239
204
$3.21M 0.09%
29,890
-17
205
$3.13M 0.08%
31,287
-9,288
206
$3.13M 0.08%
76,711
-9,576
207
$3.11M 0.08%
392,904
-57,817
208
$3.1M 0.08%
63,198
-104,191
209
$3.09M 0.08%
20,398
+1,252
210
$3.09M 0.08%
54,620
-1,064
211
$3.08M 0.08%
97,150
-33,800
212
$3.06M 0.08%
39,149
-2,311
213
$3.05M 0.08%
26,615
-648
214
$3.04M 0.08%
28,906
-7,641
215
$3.03M 0.08%
10,631
-900
216
$3.01M 0.08%
86,227
-3,667
217
$3.01M 0.08%
1,282
+126
218
$2.95M 0.08%
55,085
-1,088
219
$2.95M 0.08%
59,510
-14,846
220
$2.92M 0.08%
22,475
-11,819
221
$2.91M 0.08%
293,958
+1,174
222
$2.86M 0.08%
22,349
-307
223
$2.86M 0.08%
21,680
-1,938
224
$2.8M 0.08%
6,264
+2,067
225
$2.77M 0.07%
61,423
-7,526
7 8
9
10 11