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
2476
$1K ﹤0.01%
390
2477
$1K ﹤0.01%
100
+10
2478
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57
-47,307
2479
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+52
2480
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+130
2481
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132
-85
2482
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80
2483
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120
-30
2484
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+22
2485
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27
-419
2486
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7
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2487
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20
2488
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36
2489
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77
2490
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87
2491
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150
-94
2492
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100
2493
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90
+2
2494
$1K ﹤0.01%
34
2495
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5
2496
$1K ﹤0.01%
34
-6,901
2497
$1K ﹤0.01%
81
2498
– –
-519
2499
– –
-160
2500
– –
-8,205
98 99
100
101 102