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
2501
– –
-1,055
2502
– –
-6,586
2503
– –
-5,993
2504
– –
-500
2505
– –
-500
2506
– –
-5,000
2507
– –
-9,347
2508
– –
-3,600
2509
– –
-140
2510
– –
-62
2511
– –
-212
2512
– –
-550
2513
– –
-2,694
2514
– –
-13,275
2515
– –
-300
2516
– –
-17
2517
– –
-17
2518
– –
-200
2519
– –
-756
2520
– –
-58
2521
– –
-5,009
2522
– –
-13,402
2523
– –
-188
2524
– –
-942
2525
– –
-435
99 100
101
102 103